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 | $37,028 | $58,523-36.7% | $99,443-62.8% | $72,985-49.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 16.08% | 28.51%-12.4pp | 30.72%-14.6pp | 81.00%-64.9pp |
| Employer contribution / active EE | $4,854 | $1,512+221.0% | $2,540+91.1% | $2,440+98.9% |
| Participant deferral / active EE | $2,190 | $2,606-16.0% | $3,619-39.5% | $3,607-39.3% |
| Admin fee / account holder | $1,142 | $4,102-72.2% | $6,250-81.7% | $5,124-77.7% |