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 6-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 | $24,006 | $77,899-69.2% | $149,673-84.0% | $75,163-68.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.11% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,756 | $3,137-44.0% | $4,818-63.6% | $2,670-34.2% |
| Participant deferral / active EE | $3,327 | $3,411-2.4% | $5,680-41.4% | $4,125-19.3% |
| Admin fee / account holder | $1,131 | $5,956-81.0% | $13,210-91.4% | $5,651-80.0% |