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 | $38,265 | $65,041-41.2% | $90,951-57.9% | $79,858-52.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.23% | 30.45%-21.2pp | 134.60%-125.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,231 | $1,247+78.8% | $2,122+5.1% | $2,471-9.7% |
| Participant deferral / active EE | $4,356 | $2,512+73.4% | $3,373+29.1% | $3,740+16.5% |
| Admin fee / account holder | $4,139 | $4,536-8.8% | $5,959-30.5% | $5,306-22.0% |