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 | $73,188 | $109,881-33.4% | $150,045-51.2% | $84,808-13.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.83% | 28.25%-18.4pp | 62.55%-52.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $3,478 | $3,561-2.3% | $4,693-25.9% | $2,631+32.2% |
| Participant deferral / active EE | $5,521 | $6,636-16.8% | $7,997-31.0% | $4,212+31.1% |
| Admin fee / account holder | $17,233 | $8,568+101.1% | $13,435+28.3% | $7,344+134.7% |