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 | $23,664 | $107,452-78.0% | $91,541-74.1% | $142,382-83.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.70% | 22.06%-14.4pp | 20.50%-12.8pp | 217.08%-209.4pp |
| Employer contribution / active EE | $193 | $2,994-93.6% | $2,505-92.3% | $4,299-95.5% |
| Participant deferral / active EE | $911 | $4,754-80.8% | $4,008-77.3% | $6,507-86.0% |
| Admin fee / account holder | $20,499 | $8,834+132.0% | $6,956+194.7% | $12,624+62.4% |