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 | $43,741 | $54,705-20.0% | $71,209-38.6% | $84,808-48.4% |
| Participation rate | 92.0% | 64.1%+27.9pp | 73.8%+18.2pp | 68.3%+23.7pp |
| Annual return | 10.39% | 35.90%-25.5pp | 282.51%-272.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $5,378 | $2,158+149.2% | $2,721+97.7% | $2,631+104.4% |
| Participant deferral / active EE | $4,143 | $3,030+36.7% | $4,175-0.8% | $4,212-1.6% |
| Admin fee / account holder | $12,185 | $4,863+150.5% | $5,349+127.8% | $7,344+65.9% |