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 | $22,269 | $84,233-73.6% | $170,442-86.9% | $70,131-68.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.58% | 23.06%-11.5pp | 205.93%-194.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,259 | $3,387-33.3% | $5,433-58.4% | $2,342-3.6% |
| Participant deferral / active EE | $1,510 | $3,086-51.1% | $4,939-69.4% | $3,332-54.7% |
| Admin fee / account holder | $327 | $5,698-94.3% | $13,880-97.6% | $4,645-93.0% |