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 | $16,645 | $96,305-82.7% | $80,569-79.3% | $139,434-88.1% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 5.15% | 1350.08%-1344.9pp | 935.43%-930.3pp | 372.94%-367.8pp |
| Employer contribution / active EE | $1,960 | $3,262-39.9% | $2,723-28.0% | $4,751-58.7% |
| Participant deferral / active EE | $2,660 | $5,232-49.2% | $4,447-40.2% | $6,710-60.4% |
| Admin fee / account holder | $5,208 | $6,599-21.1% | $5,377-3.1% | $11,403-54.3% |