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 | $27,285 | $85,202-68.0% | $172,739-84.2% | $72,985-62.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.47% | 27.32%-13.9pp | 802.84%-789.4pp | 81.00%-67.5pp |
| Employer contribution / active EE | $629 | $3,324-81.1% | $5,143-87.8% | $2,440-74.2% |
| Participant deferral / active EE | $1,809 | $3,260-44.5% | $5,198-65.2% | $3,607-49.9% |
| Admin fee / account holder | $456 | $5,884-92.2% | $13,954-96.7% | $5,124-91.1% |