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 | $24,537 | $53,127-53.8% | $86,590-71.7% | $70,131-65.0% |
| Participation rate | 87.0% | 65.3%+21.7pp | 73.5%+13.5pp | 69.5%+17.5pp |
| Annual return | 12.22% | 27.66%-15.4pp | 964.84%-952.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $3,871 | $2,068+87.2% | $2,839+36.3% | $2,342+65.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,636 | $3,585-26.5% | $4,906-46.3% | $4,645-43.3% |