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 | $36,214 | $59,101-38.7% | $77,163-53.1% | $75,163-51.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.80% | 26.71%-18.9pp | 37.87%-30.1pp | 160.62%-152.8pp |
| Employer contribution / active EE | $4,521 | $1,995+126.6% | $2,535+78.4% | $2,670+69.4% |
| Participant deferral / active EE | $2,245 | $2,999-25.2% | $3,833-41.4% | $4,125-45.6% |
| Admin fee / account holder | $2,131 | $4,774-55.4% | $5,472-61.1% | $5,651-62.3% |