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 | $32,992 | $81,208-59.4% | $98,907-66.6% | $79,858-58.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 9.37% | 60.99%-51.6pp | 196.43%-187.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,030 | $1,960-47.4% | $2,689-61.7% | $2,471-58.3% |
| Participant deferral / active EE | $2,638 | $3,265-19.2% | $4,244-37.8% | $3,740-29.5% |
| Admin fee / account holder | $1,998 | $6,013-66.8% | $6,642-69.9% | $5,306-62.3% |