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 | $25,062 | $96,635-74.1% | $86,612-71.1% | $139,434-82.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.03% | 106.41%-99.4pp | 591.07%-584.0pp | 372.94%-365.9pp |
| Employer contribution / active EE | $3,366 | $3,263+3.2% | $3,022+11.4% | $4,751-29.1% |
| Participant deferral / active EE | $3,424 | $4,836-29.2% | $4,438-22.8% | $6,710-49.0% |
| Admin fee / account holder | $1,241 | $6,408-80.6% | $5,614-77.9% | $11,403-89.1% |