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 | $40,721 | $53,127-23.4% | $86,590-53.0% | $70,131-41.9% |
| Participation rate | 78.5% | 65.3%+13.2pp | 73.5%+4.9pp | 69.5%+8.9pp |
| Annual return | 11.57% | 27.66%-16.1pp | 964.84%-953.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,844 | $2,068-10.8% | $2,839-35.1% | $2,342-21.3% |
| Participant deferral / active EE | $3,055 | $2,696+13.3% | $3,609-15.4% | $3,332-8.3% |
| Admin fee / account holder | $14,673 | $3,585+309.2% | $4,906+199.1% | $4,645+215.9% |