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 | $20,455 | $84,233-75.7% | $170,442-88.0% | $70,131-70.8% |
| Participation rate | 98.6% | 70.8%+27.8pp | 83.6%+15.1pp | 69.5%+29.1pp |
| Annual return | 11.06% | 23.06%-12.0pp | 205.93%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $2,171 | $3,387-35.9% | $5,433-60.0% | $2,342-7.3% |
| Participant deferral / active EE | $1,142 | $3,086-63.0% | $4,939-76.9% | $3,332-65.7% |
| Admin fee / account holder | $4,066 | $5,698-28.6% | $13,880-70.7% | $4,645-12.5% |