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 | $38,821 | $91,190-57.4% | $178,490-78.3% | $79,858-51.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.34% | 24.19%-15.9pp | 151.07%-142.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $2,899 | $3,256-11.0% | $5,011-42.1% | $2,471+17.3% |
| Participant deferral / active EE | $1,147 | $3,236-64.6% | $5,202-78.0% | $3,740-69.3% |
| Admin fee / account holder | $5,697 | $6,751-15.6% | $13,984-59.3% | $5,306+7.4% |