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 | $32,378 | $56,053-42.2% | $75,972-57.4% | $80,856-60.0% |
| Participation rate | 96.3% | 62.0%+34.3pp | 69.1%+27.2pp | 67.6%+28.7pp |
| Annual return | 8.07% | 20.53%-12.5pp | 359.55%-351.5pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,903 | $1,874+1.6% | $2,685-29.1% | $2,755-30.9% |
| Participant deferral / active EE | $5,377 | $3,052+76.2% | $4,255+26.4% | $4,296+25.2% |
| Admin fee / account holder | $18,700 | $5,234+257.3% | $6,467+189.2% | $6,918+170.3% |