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 | $27,344 | $63,346-56.8% | $92,233-70.4% | $70,131-61.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 7.39% | 530.12%-522.7pp | 176.28%-168.9pp | 73.14%-65.8pp |
| Employer contribution / active EE | $3,666 | $2,471+48.4% | $3,679-0.4% | $2,342+56.5% |
| Participant deferral / active EE | $2,807 | $2,854-1.6% | $3,897-28.0% | $3,332-15.7% |
| Admin fee / account holder | $3,200 | $3,840-16.7% | $5,194-38.4% | $4,645-31.1% |