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 | $24,215 | $72,114-66.4% | $108,745-77.7% | $62,891-61.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 3.89% | 13.41%-9.5pp | 46.22%-42.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $4,878 | $2,694+81.1% | $3,323+46.8% | $2,281+113.9% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,307 | $4,608-71.6% | $6,144-78.7% | $4,296-69.6% |