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 | $44,250 | $74,927-40.9% | $101,794-56.5% | $84,808-47.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 10.19% | 18.70%-8.5pp | 30.53%-20.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $5,048 | $1,522+231.7% | $2,289+120.5% | $2,631+91.9% |
| Participant deferral / active EE | $2,070 | $3,099-33.2% | $4,084-49.3% | $4,212-50.9% |
| Admin fee / account holder | $936 | $6,514-85.6% | $8,777-89.3% | $7,344-87.3% |