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 | $43,575 | $64,324-32.3% | $118,925-63.4% | $79,858-45.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 6.77% | 86.45%-79.7pp | 35.88%-29.1pp | 31.71%-24.9pp |
| Employer contribution / active EE | $2,110 | $1,836+14.9% | $3,263-35.3% | $2,471-14.6% |
| Participant deferral / active EE | $2,693 | $2,824-4.6% | $4,265-36.8% | $3,740-28.0% |
| Admin fee / account holder | $514 | $4,040-87.3% | $6,581-92.2% | $5,306-90.3% |