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 | $27,734 | $55,706-50.2% | $75,886-63.5% | $72,985-62.0% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.3%+26.7pp | 69.5%+26.5pp |
| Annual return | 13.61% | 27.59%-14.0pp | 30.76%-17.1pp | 81.00%-67.4pp |
| Employer contribution / active EE | $1,850 | $1,687+9.7% | $2,500-26.0% | $2,440-24.2% |
| Participant deferral / active EE | $1,891 | $2,634-28.2% | $3,603-47.5% | $3,607-47.6% |
| Admin fee / account holder | $14,880 | $3,978+274.0% | $5,418+174.6% | $5,124+190.4% |