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 | $29,375 | $53,127-44.7% | $86,590-66.1% | $70,131-58.1% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | 11.05% | 27.66%-16.6pp | 964.84%-953.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,327 | $2,068-35.8% | $2,839-53.3% | $2,342-43.3% |
| Participant deferral / active EE | $2,089 | $2,696-22.5% | $3,609-42.1% | $3,332-37.3% |
| Admin fee / account holder | $765 | $3,585-78.7% | $4,906-84.4% | $4,645-83.5% |