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 | $26,468 | $99,652-73.4% | $78,778-66.4% | $147,584-82.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 4.15% | 47.28%-43.1pp | 35.62%-31.5pp | 578.55%-574.4pp |
| Employer contribution / active EE | $637 | $2,796-77.2% | $1,986-67.9% | $4,876-86.9% |
| Participant deferral / active EE | $2,548 | $3,664-30.5% | $2,958-13.9% | $5,439-53.2% |
| Admin fee / account holder | $11,116 | $7,155+55.3% | $5,134+116.5% | $10,885+2.1% |