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 | $21,446 | $110,257-80.5% | $96,544-77.8% | $139,434-84.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.10% | 26.32%-22.2pp | 25.84%-21.7pp | 372.94%-368.8pp |
| Employer contribution / active EE | $4,494 | $3,620+24.2% | $2,965+51.6% | $4,751-5.4% |
| Participant deferral / active EE | $15,000 | $5,548+170.4% | $4,851+209.2% | $6,710+123.5% |
| Admin fee / account holder | $12,179 | $11,591+5.1% | $8,252+47.6% | $11,403+6.8% |