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 | $32,779 | $78,705-58.4% | $117,854-72.2% | $70,131-53.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 9.57% | 23.30%-13.7pp | 335.08%-325.5pp | 73.14%-63.6pp |
| Employer contribution / active EE | $5,436 | $2,223+144.5% | $3,786+43.6% | $2,342+132.1% |
| Participant deferral / active EE | $5,185 | $3,297+57.3% | $4,482+15.7% | $3,332+55.6% |
| Admin fee / account holder | $1,158 | $5,065-77.1% | $8,020-85.6% | $4,645-75.1% |