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 | $15,682 | $54,705-71.3% | $71,209-78.0% | $84,808-81.5% |
| Participation rate | 82.9% | 64.1%+18.8pp | 73.8%+9.1pp | 68.3%+14.6pp |
| Annual return | 12.32% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,952 | $2,158-9.6% | $2,721-28.3% | $2,631-25.8% |
| Participant deferral / active EE | $2,637 | $3,030-13.0% | $4,175-36.8% | $4,212-37.4% |
| Admin fee / account holder | $3,502 | $4,863-28.0% | $5,349-34.5% | $7,344-52.3% |