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 | $37,428 | $87,013-57.0% | $106,213-64.8% | $80,856-53.7% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.6%+28.4pp |
| Annual return | 10.18% | 17.05%-6.9pp | 116.14%-106.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,092 | $2,395-12.7% | $3,171-34.0% | $2,755-24.1% |
| Participant deferral / active EE | $2,302 | $3,986-42.3% | $5,016-54.1% | $4,296-46.4% |
| Admin fee / account holder | $5,273 | $8,431-37.5% | $11,033-52.2% | $6,918-23.8% |