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 | $16,265 | $84,233-80.7% | $170,442-90.5% | $70,131-76.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.17% | 23.06%-12.9pp | 205.93%-195.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $5,445 | $3,387+60.8% | $5,433+0.2% | $2,342+132.4% |
| Participant deferral / active EE | $2,856 | $3,086-7.4% | $4,939-42.2% | $3,332-14.3% |
| Admin fee / account holder | $3,005 | $5,698-47.3% | $13,880-78.3% | $4,645-35.3% |