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 | $43,989 | $54,762-19.7% | $90,281-51.3% | $72,985-39.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.88% | 30.63%-14.8pp | 78.10%-62.2pp | 81.00%-65.1pp |
| Employer contribution / active EE | $2,145 | $2,092+2.5% | $2,854-24.8% | $2,440-12.1% |
| Participant deferral / active EE | $875 | $2,887-69.7% | $3,885-77.5% | $3,607-75.7% |
| Admin fee / account holder | $3,770 | $3,972-5.1% | $5,351-29.6% | $5,124-26.4% |