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 | $37,094 | $101,724-63.5% | $164,813-77.5% | $80,856-54.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 6.40% | 16.72%-10.3pp | 69.93%-63.5pp | 35.59%-29.2pp |
| Employer contribution / active EE | $1,121 | $2,953-62.0% | $4,341-74.2% | $2,755-59.3% |
| Participant deferral / active EE | $2,415 | $4,477-46.1% | $6,031-60.0% | $4,296-43.8% |
| Admin fee / account holder | $4,951 | $8,227-39.8% | $12,690-61.0% | $6,918-28.4% |