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 | $35,916 | $80,717-55.5% | $154,803-76.8% | $84,808-57.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 10.03% | 37.96%-27.9pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,154 | $2,761-58.2% | $4,305-73.2% | $2,631-56.1% |
| Participant deferral / active EE | $2,931 | $3,303-11.3% | $5,540-47.1% | $4,212-30.4% |
| Admin fee / account holder | $920 | $6,746-86.4% | $14,329-93.6% | $7,344-87.5% |