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 | $26,689 | $53,127-49.8% | $86,590-69.2% | $70,131-61.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.91% | 27.66%-17.8pp | 964.84%-954.9pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,452 | $2,068-29.8% | $2,839-48.8% | $2,342-38.0% |
| Participant deferral / active EE | $3,787 | $2,696+40.5% | $3,609+4.9% | $3,332+13.7% |
| Admin fee / account holder | $1,469 | $3,585-59.0% | $4,906-70.1% | $4,645-68.4% |