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 | $23,746 | $63,346-62.5% | $92,233-74.3% | $70,131-66.1% |
| Participation rate | 94.7% | 68.7%+26.1pp | 76.5%+18.3pp | 69.5%+25.2pp |
| Annual return | 12.09% | 530.12%-518.0pp | 176.28%-164.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $6,252 | $2,471+153.0% | $3,679+69.9% | $2,342+166.9% |
| Participant deferral / active EE | $1,330 | $2,854-53.4% | $3,897-65.9% | $3,332-60.1% |
| Admin fee / account holder | $1,296 | $3,840-66.3% | $5,194-75.0% | $4,645-72.1% |