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 | $23,527 | $58,208-59.6% | $81,812-71.2% | $80,856-70.9% |
| Participation rate | 90.0% | 63.4%+26.6pp | 72.3%+17.7pp | 67.6%+22.4pp |
| Annual return | 6.95% | 41.66%-34.7pp | 773.79%-766.8pp | 35.59%-28.6pp |
| Employer contribution / active EE | $3,432 | $2,340+46.6% | $2,912+17.8% | $2,755+24.6% |
| Participant deferral / active EE | $1,062 | $3,281-67.6% | $4,319-75.4% | $4,296-75.3% |
| Admin fee / account holder | $1,617 | $4,981-67.5% | $7,386-78.1% | $6,918-76.6% |