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 | $24,501 | $107,334-77.2% | $92,893-73.6% | $152,861-84.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.56% | 145.58%-142.0pp | 109.41%-105.9pp | 345.32%-341.8pp |
| Employer contribution / active EE | $5,543 | $4,221+31.3% | $3,653+51.8% | $4,762+16.4% |
| Participant deferral / active EE | $1,504 | $4,845-69.0% | $4,236-64.5% | $5,850-74.3% |
| Admin fee / account holder | $1,986 | $7,079-71.9% | $5,794-65.7% | $11,596-82.9% |