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 | $24,978 | $99,877-75.0% | $84,966-70.6% | $145,922-82.9% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 7.61% | 83.76%-76.2pp | 66.38%-58.8pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,727 | $3,231-46.5% | $2,727-36.7% | $4,660-62.9% |
| Participant deferral / active EE | $3,178 | $5,291-39.9% | $4,519-29.7% | $6,688-52.5% |
| Admin fee / account holder | $3,520 | $7,248-51.4% | $6,149-42.8% | $13,397-73.7% |