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 | $32,465 | $43,075-24.6% | $74,583-56.5% | $62,891-48.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 4.68% | 17.50%-12.8pp | 20.47%-15.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $6,938 | $1,498+363.3% | $2,525+174.8% | $2,281+204.2% |
| Participant deferral / active EE | $6,138 | $2,389+156.9% | $3,458+77.5% | $3,203+91.6% |
| Admin fee / account holder | $3,264 | $2,840+14.9% | $4,138-21.1% | $4,296-24.0% |