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 | $26,916 | $63,346-57.5% | $92,233-70.8% | $70,131-61.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.30% | 530.12%-517.8pp | 176.28%-164.0pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,602 | $2,471-35.2% | $3,679-56.5% | $2,342-31.6% |
| Participant deferral / active EE | $2,709 | $2,854-5.1% | $3,897-30.5% | $3,332-18.7% |
| Admin fee / account holder | $545 | $3,840-85.8% | $5,194-89.5% | $4,645-88.3% |