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 | $24,479 | $30,400-19.5% | $53,898-54.6% | $84,808-71.1% |
| Participation rate | 75.7% | 46.4%+29.2pp | 55.0%+20.7pp | 68.3%+7.4pp |
| Annual return | 10.64% | 500.19%-489.5pp | 528.60%-518.0pp | 40.90%-30.3pp |
| Employer contribution / active EE | $659 | $603+9.3% | $932-29.3% | $2,631-75.0% |
| Participant deferral / active EE | $1,109 | $1,199-7.4% | $1,826-39.2% | $4,212-73.7% |
| Admin fee / account holder | $2,130 | $1,993+6.9% | $2,491-14.5% | $7,344-71.0% |