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 | $41,007 | $95,453-57.0% | $112,040-63.4% | $82,448-50.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.30% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,354 | $2,318+1.5% | $2,954-20.3% | $2,551-7.7% |
| Participant deferral / active EE | $2,923 | $4,224-30.8% | $5,098-42.7% | $4,139-29.4% |
| Admin fee / account holder | $2,131 | $9,013-76.4% | $12,098-82.4% | $7,234-70.6% |