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 | $54,798 | $63,346-13.5% | $92,233-40.6% | $70,131-21.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.19% | 530.12%-519.9pp | 176.28%-166.1pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,098 | $2,471-15.1% | $3,679-43.0% | $2,342-10.4% |
| Participant deferral / active EE | $2,966 | $2,854+3.9% | $3,897-23.9% | $3,332-11.0% |
| Admin fee / account holder | $1,062 | $3,840-72.3% | $5,194-79.6% | $4,645-77.1% |