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 | $25,199 | $210,648-88.0% | $177,989-85.8% | $145,922-82.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.63% | 385.86%-383.2pp | 294.48%-291.9pp | 561.29%-558.7pp |
| Employer contribution / active EE | $1,332 | $4,565-70.8% | $3,949-66.3% | $4,660-71.4% |
| Participant deferral / active EE | $1,485 | $6,958-78.7% | $6,276-76.3% | $6,688-77.8% |
| Admin fee / account holder | $4,123 | $12,013-65.7% | $10,363-60.2% | $13,397-69.2% |