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 | $37,250 | $51,175-27.2% | $70,515-47.2% | $75,163-50.4% |
| Participation rate | 96.3% | 60.9%+35.4pp | 68.3%+27.9pp | 67.2%+29.1pp |
| Annual return | 12.73% | 30.02%-17.3pp | 32.77%-20.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,872 | $1,826+57.3% | $2,973-3.4% | $2,670+7.6% |
| Participant deferral / active EE | $4,648 | $2,849+63.1% | $4,567+1.8% | $4,125+12.7% |
| Admin fee / account holder | $3,477 | $4,091-15.0% | $6,412-45.8% | $5,651-38.5% |