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 | $15,862 | $85,202-81.4% | $172,739-90.8% | $72,985-78.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.32% | 27.32%-24.0pp | 802.84%-799.5pp | 81.00%-77.7pp |
| Employer contribution / active EE | $1,361 | $3,324-59.1% | $5,143-73.5% | $2,440-44.2% |
| Participant deferral / active EE | $1,436 | $3,260-55.9% | $5,198-72.4% | $3,607-60.2% |
| Admin fee / account holder | $1,675 | $5,884-71.5% | $13,954-88.0% | $5,124-67.3% |