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 | $14,266 | $104,664-86.4% | $85,682-83.3% | $167,490-91.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 3.37% | 21.45%-18.1pp | 21.49%-18.1pp | 478.56%-475.2pp |
| Employer contribution / active EE | $4,430 | $3,337+32.8% | $2,618+69.2% | $4,837-8.4% |
| Participant deferral / active EE | $1,304 | $4,824-73.0% | $3,923-66.8% | $6,341-79.4% |
| Admin fee / account holder | $3,049 | $10,032-69.6% | $6,873-55.6% | $12,309-75.2% |