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 | $35,217 | $65,395-46.1% | $182,532-80.7% | $72,985-51.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 13.67% | 27.68%-14.0pp | 148.54%-134.9pp | 81.00%-67.3pp |
| Employer contribution / active EE | $2,060 | $1,911+7.8% | $4,076-49.5% | $2,440-15.6% |
| Participant deferral / active EE | $1,758 | $3,563-50.7% | $5,524-68.2% | $3,607-51.3% |
| Admin fee / account holder | $1,953 | $4,245-54.0% | $8,592-77.3% | $5,124-61.9% |