See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,437 | $91,037-76.5% | $71,671-70.1% | $147,584-85.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 1.68% | 20.48%-18.8pp | 20.65%-19.0pp | 578.55%-576.9pp |
| Employer contribution / active EE | $2,446 | $3,327-26.5% | $2,460-0.6% | $4,876-49.8% |
| Participant deferral / active EE | $6,070 | $4,498+34.9% | $3,438+76.6% | $5,439+11.6% |
| Admin fee / account holder | $2,315 | $8,613-73.1% | $5,558-58.4% | $10,885-78.7% |