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 | $33,736 | $58,828-42.7% | $77,999-56.7% | $62,891-46.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 3.45% | 17.16%-13.7pp | 425.96%-422.5pp | 20.14%-16.7pp |
| Employer contribution / active EE | $1,337 | $1,672-20.0% | $2,470-45.9% | $2,281-41.4% |
| Participant deferral / active EE | $2,350 | $2,686-12.5% | $3,497-32.8% | $3,203-26.6% |
| Admin fee / account holder | $989 | $4,393-77.5% | $5,480-82.0% | $4,296-77.0% |