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 | $36,691 | $76,670-52.1% | $96,683-62.1% | $71,457-48.7% |
| Participation rate | 92.0% | 66.6%+25.4pp | 74.3%+17.6pp | 67.9%+24.0pp |
| Annual return | 11.47% | 48.29%-36.8pp | 35.69%-24.2pp | 28.85%-17.4pp |
| Employer contribution / active EE | $5,912 | $3,031+95.0% | $3,737+58.2% | $2,588+128.5% |
| Participant deferral / active EE | $4,031 | $3,771+6.9% | $4,878-17.4% | $4,289-6.0% |
| Admin fee / account holder | $848 | $2,028-58.2% | $6,730-87.4% | $1,587-46.6% |