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 | $28,976 | $81,208-64.3% | $98,907-70.7% | $79,858-63.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 4.23% | 60.99%-56.8pp | 196.43%-192.2pp | 31.71%-27.5pp |
| Employer contribution / active EE | $2,354 | $1,960+20.1% | $2,689-12.5% | $2,471-4.7% |
| Participant deferral / active EE | $2,044 | $3,265-37.4% | $4,244-51.8% | $3,740-45.3% |
| Admin fee / account holder | $7,250 | $6,013+20.6% | $6,642+9.2% | $5,306+36.6% |