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 | $28,399 | $53,127-46.5% | $86,590-67.2% | $70,131-59.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.26% | 27.66%-15.4pp | 964.84%-952.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $3,063 | $2,068+48.1% | $2,839+7.9% | $2,342+30.8% |
| Participant deferral / active EE | $1,790 | $2,696-33.6% | $3,609-50.4% | $3,332-46.3% |
| Admin fee / account holder | $2,709 | $3,585-24.4% | $4,906-44.8% | $4,645-41.7% |