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 | $21,536 | $158,398-86.4% | $126,539-83.0% | $142,382-84.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.71% | 593.76%-586.0pp | 425.95%-418.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $3,323 | $4,650-28.5% | $3,674-9.5% | $4,299-22.7% |
| Participant deferral / active EE | $1,786 | $4,767-62.5% | $4,083-56.3% | $6,507-72.6% |
| Admin fee / account holder | $971 | $6,918-86.0% | $6,065-84.0% | $12,624-92.3% |