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 | $53,053 | $79,557-33.3% | $118,746-55.3% | $70,131-24.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 10.27% | 25.64%-15.4pp | 24.54%-14.3pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,203 | $2,861-57.9% | $4,193-71.3% | $2,342-48.6% |
| Participant deferral / active EE | $2,252 | $4,089-44.9% | $5,332-57.8% | $3,332-32.4% |
| Admin fee / account holder | $5,956 | $5,374+10.8% | $10,720-44.4% | $4,645+28.2% |