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 | $39,431 | $63,346-37.8% | $92,233-57.2% | $70,131-43.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.51% | 530.12%-519.6pp | 176.28%-165.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $7,087 | $2,471+186.8% | $3,679+92.6% | $2,342+202.5% |
| Participant deferral / active EE | $2,999 | $2,854+5.1% | $3,897-23.0% | $3,332-10.0% |
| Admin fee / account holder | $6,735 | $3,840+75.4% | $5,194+29.7% | $4,645+45.0% |