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 | $24,118 | $110,257-78.1% | $96,544-75.0% | $139,434-82.7% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 3.25% | 26.32%-23.1pp | 25.84%-22.6pp | 372.94%-369.7pp |
| Employer contribution / active EE | $4,331 | $3,620+19.7% | $2,965+46.1% | $4,751-8.8% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,712 | $11,591-68.0% | $8,252-55.0% | $11,403-67.4% |