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 | $29,511 | $65,365-54.9% | $92,893-68.2% | $72,985-59.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 13.37% | 42.10%-28.7pp | 109.41%-96.0pp | 81.00%-67.6pp |
| Employer contribution / active EE | $1,990 | $2,594-23.3% | $3,653-45.5% | $2,440-18.4% |
| Participant deferral / active EE | $4,221 | $3,128+34.9% | $4,236-0.3% | $3,607+17.0% |
| Admin fee / account holder | $1,351 | $4,251-68.2% | $5,794-76.7% | $5,124-73.6% |