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 | $19,968 | $95,416-79.1% | $185,823-89.3% | $85,850-76.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.96% | 23.59%-13.6pp | 122.05%-112.1pp | 318.53%-308.6pp |
| Employer contribution / active EE | $3,616 | $3,314+9.1% | $5,167-30.0% | $2,565+41.0% |
| Participant deferral / active EE | $5,603 | $3,423+63.7% | $5,568+0.6% | $3,952+41.8% |
| Admin fee / account holder | $10,465 | $7,213+45.1% | $16,237-35.5% | $6,260+67.2% |