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 | $32,865 | $80,717-59.3% | $154,803-78.8% | $84,808-61.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 5.24% | 37.96%-32.7pp | 58.88%-53.6pp | 40.90%-35.7pp |
| Employer contribution / active EE | $2,589 | $2,761-6.3% | $4,305-39.9% | $2,631-1.6% |
| Participant deferral / active EE | $2,394 | $3,303-27.5% | $5,540-56.8% | $4,212-43.1% |
| Admin fee / account holder | $950 | $6,746-85.9% | $14,329-93.4% | $7,344-87.1% |