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 | $29,898 | $91,538-67.3% | $129,995-77.0% | $75,163-60.2% |
| Participation rate | 84.2% | 71.4%+12.8pp | 78.5%+5.7pp | 67.2%+17.0pp |
| Annual return | 12.03% | -631.11%+643.1pp | -137.18%+149.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $4,890 | $2,845+71.9% | $4,320+13.2% | $2,670+83.2% |
| Participant deferral / active EE | $2,621 | $4,341-39.6% | $5,820-55.0% | $4,125-36.5% |
| Admin fee / account holder | $2,044 | $6,790-69.9% | $10,614-80.7% | $5,651-63.8% |