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 | $35,643 | $54,762-34.9% | $90,281-60.5% | $72,985-51.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 3.89% | 30.63%-26.7pp | 78.10%-74.2pp | 81.00%-77.1pp |
| Employer contribution / active EE | $2,651 | $2,092+26.7% | $2,854-7.1% | $2,440+8.6% |
| Participant deferral / active EE | $828 | $2,887-71.3% | $3,885-78.7% | $3,607-77.0% |
| Admin fee / account holder | $2,089 | $3,972-47.4% | $5,351-61.0% | $5,124-59.2% |