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 | $31,895 | $30,400+4.9% | $53,898-40.8% | $84,808-62.4% |
| Participation rate | 87.8% | 46.4%+41.4pp | 55.0%+32.8pp | 68.3%+19.5pp |
| Annual return | 13.82% | 500.19%-486.4pp | 528.60%-514.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $610 | $603+1.3% | $932-34.5% | $2,631-76.8% |
| Participant deferral / active EE | $1,149 | $1,199-4.2% | $1,826-37.1% | $4,212-72.7% |
| Admin fee / account holder | $990 | $1,993-50.3% | $2,491-60.2% | $7,344-86.5% |