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 | $19,668 | $63,346-69.0% | $92,233-78.7% | $70,131-72.0% |
| Participation rate | 78.0% | 68.7%+9.4pp | 76.5%+1.6pp | 69.5%+8.5pp |
| Annual return | 10.85% | 530.12%-519.3pp | 176.28%-165.4pp | 73.14%-62.3pp |
| Employer contribution / active EE | $4,657 | $2,471+88.5% | $3,679+26.6% | $2,342+98.8% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,092 | $3,840+6.6% | $5,194-21.2% | $4,645-11.9% |