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 | $21,195 | $80,717-73.7% | $154,803-86.3% | $84,808-75.0% |
| Participation rate | 90.9% | 66.8%+24.1pp | 78.1%+12.8pp | 68.3%+22.6pp |
| Annual return | 12.56% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,138 | $2,761-22.6% | $4,305-50.3% | $2,631-18.7% |
| Participant deferral / active EE | $4,268 | $3,303+29.2% | $5,540-23.0% | $4,212+1.3% |
| Admin fee / account holder | $43,974 | $6,746+551.9% | $14,329+206.9% | $7,344+498.8% |