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 | $19,468 | $81,632-76.2% | $70,449-72.4% | $158,922-87.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.29% | 208.40%-204.1pp | 109.03%-104.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $6,157 | $3,217+91.4% | $2,737+125.0% | $4,761+29.3% |
| Participant deferral / active EE | $5,159 | $4,554+13.3% | $3,709+39.1% | $5,982-13.8% |
| Admin fee / account holder | $2,072 | $6,193-66.5% | $3,845-46.1% | $11,246-81.6% |