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 | $34,598 | $80,717-57.1% | $154,803-77.7% | $84,808-59.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 5.60% | 37.96%-32.4pp | 58.88%-53.3pp | 40.90%-35.3pp |
| Employer contribution / active EE | $2,685 | $2,761-2.8% | $4,305-37.6% | $2,631+2.1% |
| Participant deferral / active EE | $6,070 | $3,303+83.7% | $5,540+9.5% | $4,212+44.1% |
| Admin fee / account holder | $16,279 | $6,746+141.3% | $14,329+13.6% | $7,344+121.7% |