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 | $12,142 | $72,071-83.2% | $68,368-82.2% | $137,256-91.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 5.61% | 353.14%-347.5pp | 292.57%-287.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,972 | $2,788-29.3% | $2,649-25.6% | $4,156-52.6% |
| Participant deferral / active EE | $2,243 | $4,410-49.1% | $4,123-45.6% | $6,407-65.0% |
| Admin fee / account holder | $783 | $5,336-85.3% | $5,150-84.8% | $12,270-93.6% |