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 | $30,697 | $80,717-62.0% | $154,803-80.2% | $84,808-63.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.03% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,110 | $2,761+12.6% | $4,305-27.8% | $2,631+18.2% |
| Participant deferral / active EE | $2,882 | $3,303-12.7% | $5,540-48.0% | $4,212-31.6% |
| Admin fee / account holder | $6,444 | $6,746-4.5% | $14,329-55.0% | $7,344-12.3% |