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 | $38,987 | $80,717-51.7% | $154,803-74.8% | $84,808-54.0% |
| Participation rate | 87.9% | 66.8%+21.1pp | 78.1%+9.8pp | 68.3%+19.6pp |
| Annual return | 11.75% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,373 | $2,761+22.1% | $4,305-21.7% | $2,631+28.2% |
| Participant deferral / active EE | $3,887 | $3,303+17.7% | $5,540-29.8% | $4,212-7.7% |
| Admin fee / account holder | $1,981 | $6,746-70.6% | $14,329-86.2% | $7,344-73.0% |