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 | $39,671 | $73,933-46.3% | $96,683-59.0% | $75,163-47.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.84% | 26.70%-22.9pp | 35.69%-31.8pp | 160.62%-156.8pp |
| Employer contribution / active EE | $3,924 | $2,928+34.0% | $3,737+5.0% | $2,670+47.0% |
| Participant deferral / active EE | $4,302 | $3,659+17.6% | $4,878-11.8% | $4,125+4.3% |
| Admin fee / account holder | $4,561 | $5,216-12.6% | $6,730-32.2% | $5,651-19.3% |