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 | $46,600 | $48,230-3.4% | $67,502-31.0% | $80,856-42.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.04% | 18.28%-7.2pp | 3512.12%-3501.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,724 | $2,020-14.6% | $2,731-36.9% | $2,755-37.4% |
| Participant deferral / active EE | $3,957 | $2,924+35.4% | $4,000-1.1% | $4,296-7.9% |
| Admin fee / account holder | $9,389 | $3,681+155.0% | $3,998+134.9% | $6,918+35.7% |