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 | $24,964 | $73,515-66.0% | $62,995-60.4% | $147,584-83.1% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 5.15% | 175.43%-170.3pp | 87.57%-82.4pp | 578.55%-573.4pp |
| Employer contribution / active EE | $1,292 | $3,320-61.1% | $2,759-53.2% | $4,876-73.5% |
| Participant deferral / active EE | $3,525 | $4,185-15.8% | $3,329+5.9% | $5,439-35.2% |
| Admin fee / account holder | $2,716 | $5,953-54.4% | $3,600-24.6% | $10,885-75.0% |