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 | $35,226 | $79,944-55.9% | $98,439-64.2% | $75,163-53.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 12.51% | 19.75%-7.2pp | 21.16%-8.6pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,253 | $2,264+43.7% | $3,048+6.7% | $2,670+21.8% |
| Participant deferral / active EE | $3,059 | $3,752-18.5% | $4,738-35.4% | $4,125-25.8% |
| Admin fee / account holder | $1,195 | $6,840-82.5% | $8,948-86.6% | $5,651-78.8% |