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 | $17,297 | $118,919-85.5% | $88,538-80.5% | $152,861-88.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 4.58% | 47.92%-43.3pp | 43.64%-39.1pp | 345.32%-340.7pp |
| Employer contribution / active EE | $3,216 | $2,669+20.5% | $2,098+53.3% | $4,762-32.5% |
| Participant deferral / active EE | $1,229 | $3,549-65.4% | $2,914-57.8% | $5,850-79.0% |
| Admin fee / account holder | $5,653 | $5,876-3.8% | $4,310+31.1% | $11,596-51.3% |