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 | $24,029 | $85,022-71.7% | $70,515-65.9% | $139,434-82.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 8.48% | 30.38%-21.9pp | 32.77%-24.3pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,345 | $3,909-65.6% | $2,973-54.8% | $4,751-71.7% |
| Participant deferral / active EE | $1,570 | $5,890-73.3% | $4,567-65.6% | $6,710-76.6% |
| Admin fee / account holder | $1,236 | $8,906-86.1% | $6,412-80.7% | $11,403-89.2% |