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 | $13,816 | $73,515-81.2% | $62,995-78.1% | $147,584-90.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 4.54% | 175.43%-170.9pp | 87.57%-83.0pp | 578.55%-574.0pp |
| Employer contribution / active EE | $629 | $3,320-81.0% | $2,759-77.2% | $4,876-87.1% |
| Participant deferral / active EE | $2,013 | $4,185-51.9% | $3,329-39.6% | $5,439-63.0% |
| Admin fee / account holder | $26,229 | $5,953+340.6% | $3,600+628.6% | $10,885+141.0% |