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 | $42,350 | $78,705-46.2% | $117,854-64.1% | $70,131-39.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 8.63% | 23.30%-14.7pp | 335.08%-326.4pp | 73.14%-64.5pp |
| Employer contribution / active EE | $532 | $2,223-76.1% | $3,786-85.9% | $2,342-77.3% |
| Participant deferral / active EE | $1,806 | $3,297-45.2% | $4,482-59.7% | $3,332-45.8% |
| Admin fee / account holder | $5,283 | $5,065+4.3% | $8,020-34.1% | $4,645+13.7% |