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 | $44,092 | $103,966-57.6% | $112,887-60.9% | $75,163-41.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 13.16% | 24.54%-11.4pp | 34.10%-20.9pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,188 | $3,870-69.3% | $4,563-74.0% | $2,670-55.5% |
| Participant deferral / active EE | $3,476 | $5,456-36.3% | $6,513-46.6% | $4,125-15.7% |
| Admin fee / account holder | $26,258 | $7,663+242.6% | $7,047+272.6% | $5,651+364.7% |