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 | $21,975 | $117,983-81.4% | $101,794-78.4% | $142,382-84.6% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.2%+4.1pp | 80.1%-6.8pp |
| Annual return | 7.06% | 36.92%-29.9pp | 30.53%-23.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,300 | $2,773-53.1% | $2,289-43.2% | $4,299-69.8% |
| Participant deferral / active EE | $2,493 | $4,714-47.1% | $4,084-39.0% | $6,507-61.7% |
| Admin fee / account holder | $104,393 | $10,433+900.6% | $8,777+1089.4% | $12,624+727.0% |