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 | $40,382 | $60,349-33.1% | $74,183-45.6% | $62,891-35.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.51% | 21.37%-16.9pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $3,370 | $1,680+100.6% | $2,370+42.2% | $2,281+47.8% |
| Participant deferral / active EE | $3,521 | $2,856+23.3% | $3,550-0.8% | $3,203+9.9% |
| Admin fee / account holder | $557 | $4,261-86.9% | $5,586-90.0% | $4,296-87.0% |