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 | $32,105 | $70,669-54.6% | $169,368-81.0% | $75,163-57.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 5.36% | 36.36%-31.0pp | 405.60%-400.2pp | 160.62%-155.3pp |
| Employer contribution / active EE | $10,118 | $2,211+357.7% | $4,013+152.1% | $2,670+279.0% |
| Participant deferral / active EE | $2,392 | $4,311-44.5% | $6,221-61.5% | $4,125-42.0% |
| Admin fee / account holder | $2,361 | $5,402-56.3% | $9,003-73.8% | $5,651-58.2% |