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 | $32,127 | $65,365-50.9% | $92,893-65.4% | $72,985-56.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 13.75% | 42.10%-28.4pp | 109.41%-95.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $6,115 | $2,594+135.7% | $3,653+67.4% | $2,440+150.6% |
| Participant deferral / active EE | $2,508 | $3,128-19.8% | $4,236-40.8% | $3,607-30.5% |
| Admin fee / account holder | $1,486 | $4,251-65.1% | $5,794-74.4% | $5,124-71.0% |