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 | $20,372 | $114,381-82.2% | $107,525-81.1% | $142,382-85.7% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.1%+9.9pp | 80.1%+4.9pp |
| Annual return | 7.37% | 242.71%-235.3pp | 181.32%-173.9pp | 217.08%-209.7pp |
| Employer contribution / active EE | $3,090 | $4,015-23.0% | $3,754-17.7% | $4,299-28.1% |
| Participant deferral / active EE | $5,173 | $5,564-7.0% | $5,116+1.1% | $6,507-20.5% |
| Admin fee / account holder | $21,525 | $9,860+118.3% | $8,919+141.4% | $12,624+70.5% |