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 | $27,622 | $53,127-48.0% | $86,590-68.1% | $70,131-60.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.44% | 27.66%-15.2pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,910 | $2,068+40.7% | $2,839+2.5% | $2,342+24.2% |
| Participant deferral / active EE | $4,945 | $2,696+83.4% | $3,609+37.0% | $3,332+48.4% |
| Admin fee / account holder | $1,959 | $3,585-45.4% | $4,906-60.1% | $4,645-57.8% |