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 | $39,327 | $58,828-33.1% | $77,999-49.6% | $62,891-37.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 0.97% | 17.16%-16.2pp | 425.96%-425.0pp | 20.14%-19.2pp |
| Employer contribution / active EE | $2,148 | $1,672+28.5% | $2,470-13.1% | $2,281-5.8% |
| Participant deferral / active EE | $2,286 | $2,686-14.9% | $3,497-34.6% | $3,203-28.6% |
| Admin fee / account holder | $9,468 | $4,393+115.5% | $5,480+72.8% | $4,296+120.4% |