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 | $28,704 | $62,672-54.2% | $185,117-84.5% | $70,131-59.1% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 12.22% | 40.79%-28.6pp | 40.50%-28.3pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,668 | $1,753+52.2% | $4,182-36.2% | $2,342+13.9% |
| Participant deferral / active EE | $1,485 | $3,272-54.6% | $5,045-70.6% | $3,332-55.4% |
| Admin fee / account holder | $9,613 | $3,932+144.5% | $8,159+17.8% | $4,645+106.9% |