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 | $27,491 | $89,355-69.2% | $141,162-80.5% | $72,985-62.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.92% | 111.85%-93.9pp | 71.39%-53.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,433 | $3,114-54.0% | $4,735-69.7% | $2,440-41.3% |
| Participant deferral / active EE | $2,521 | $5,418-53.5% | $6,709-62.4% | $3,607-30.1% |
| Admin fee / account holder | $548 | $5,958-90.8% | $10,261-94.7% | $5,124-89.3% |