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 | $41,888 | $71,050-41.0% | $93,606-55.3% | $80,856-48.2% |
| Participation rate | 87.7% | 60.4%+27.2pp | 68.7%+18.9pp | 67.6%+20.0pp |
| Annual return | 9.84% | 11.26%-1.4pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,998 | $1,564+27.8% | $2,420-17.4% | $2,755-27.5% |
| Participant deferral / active EE | $1,344 | $4,034-66.7% | $4,411-69.5% | $4,296-68.7% |
| Admin fee / account holder | $14,307 | $6,945+106.0% | $8,285+72.7% | $6,918+106.8% |