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 | $24,655 | $80,717-69.5% | $154,803-84.1% | $84,808-70.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.41% | 37.96%-28.5pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,766 | $2,761+0.2% | $4,305-35.8% | $2,631+5.1% |
| Participant deferral / active EE | $969 | $3,303-70.7% | $5,540-82.5% | $4,212-77.0% |
| Admin fee / account holder | $301 | $6,746-95.5% | $14,329-97.9% | $7,344-95.9% |