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 | $20,314 | $62,573-67.5% | $85,682-76.3% | $85,850-76.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 3.97% | 23.77%-19.8pp | 21.49%-17.5pp | 318.53%-314.6pp |
| Employer contribution / active EE | $4,534 | $1,757+158.1% | $2,618+73.2% | $2,565+76.8% |
| Participant deferral / active EE | $1,419 | $2,802-49.4% | $3,923-63.8% | $3,952-64.1% |
| Admin fee / account holder | $1,620 | $4,640-65.1% | $6,873-76.4% | $6,260-74.1% |