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 | $25,635 | $63,346-59.5% | $92,233-72.2% | $70,131-63.4% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 5.53% | 530.12%-524.6pp | 176.28%-170.8pp | 73.14%-67.6pp |
| Employer contribution / active EE | $1,619 | $2,471-34.5% | $3,679-56.0% | $2,342-30.9% |
| Participant deferral / active EE | $2,308 | $2,854-19.1% | $3,897-40.8% | $3,332-30.7% |
| Admin fee / account holder | $543 | $3,840-85.8% | $5,194-89.5% | $4,645-88.3% |