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 | $44,700 | $78,705-43.2% | $117,854-62.1% | $70,131-36.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.65% | 23.30%-15.7pp | 335.08%-327.4pp | 73.14%-65.5pp |
| Employer contribution / active EE | $2,198 | $2,223-1.1% | $3,786-41.9% | $2,342-6.2% |
| Participant deferral / active EE | $3,850 | $3,297+16.8% | $4,482-14.1% | $3,332+15.6% |
| Admin fee / account holder | $1,552 | $5,065-69.4% | $8,020-80.6% | $4,645-66.6% |