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 | $39,620 | $73,787-46.3% | $98,716-59.9% | $82,448-51.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 11.91% | 18.57%-6.7pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,562 | $1,511+3.4% | $2,279-31.4% | $2,551-38.8% |
| Participant deferral / active EE | $3,620 | $3,081+17.5% | $4,048-10.6% | $4,139-12.6% |
| Admin fee / account holder | $1,276 | $6,500-80.4% | $8,703-85.3% | $7,234-82.4% |