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 | $23,355 | $63,346-63.1% | $92,233-74.7% | $70,131-66.7% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 12.29% | 530.12%-517.8pp | 176.28%-164.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $3,703 | $2,471+49.9% | $3,679+0.7% | $2,342+58.1% |
| Participant deferral / active EE | $1,571 | $2,854-45.0% | $3,897-59.7% | $3,332-52.8% |
| Admin fee / account holder | $1,590 | $3,840-58.6% | $5,194-69.4% | $4,645-65.8% |