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 | $42,693 | $63,346-32.6% | $92,233-53.7% | $70,131-39.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.72% | 530.12%-519.4pp | 176.28%-165.6pp | 73.14%-62.4pp |
| Employer contribution / active EE | $588 | $2,471-76.2% | $3,679-84.0% | $2,342-74.9% |
| Participant deferral / active EE | $2,170 | $2,854-24.0% | $3,897-44.3% | $3,332-34.9% |
| Admin fee / account holder | $12,519 | $3,840+226.0% | $5,194+141.1% | $4,645+169.5% |