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 | $36,680 | $72,012-49.1% | $185,823-80.3% | $79,858-54.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 10.14% | 23.12%-13.0pp | 35.95%-25.8pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,040 | $1,965+3.8% | $4,087-50.1% | $2,471-17.4% |
| Participant deferral / active EE | $1,714 | $3,779-54.6% | $5,632-69.6% | $3,740-54.2% |
| Admin fee / account holder | $2,880 | $4,513-36.2% | $9,500-69.7% | $5,306-45.7% |