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 | $26,460 | $70,669-62.6% | $169,368-84.4% | $75,163-64.8% |
| Participation rate | 81.8% | 64.8%+17.0pp | 77.1%+4.7pp | 67.2%+14.6pp |
| Annual return | 7.32% | 36.36%-29.0pp | 405.60%-398.3pp | 160.62%-153.3pp |
| Employer contribution / active EE | $2,879 | $2,211+30.2% | $4,013-28.2% | $2,670+7.8% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $962 | $5,402-82.2% | $9,003-89.3% | $5,651-83.0% |