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 | $26,434 | $51,638-48.8% | $68,368-61.3% | $82,448-67.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 11.73% | 37.53%-25.8pp | 292.57%-280.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,823 | $2,047+38.0% | $2,649+6.6% | $2,551+10.7% |
| Participant deferral / active EE | $2,789 | $2,914-4.3% | $4,123-32.4% | $4,139-32.6% |
| Admin fee / account holder | $2,920 | $4,643-37.1% | $5,150-43.3% | $7,234-59.6% |