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 | $33,449 | $81,248-58.8% | $155,509-78.5% | $80,856-58.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 5.44% | 33.31%-27.9pp | 64.67%-59.2pp | 35.59%-30.2pp |
| Employer contribution / active EE | $3,923 | $3,100+26.5% | $4,672-16.0% | $2,755+42.4% |
| Participant deferral / active EE | $2,872 | $3,452-16.8% | $5,626-49.0% | $4,296-33.2% |
| Admin fee / account holder | $32,118 | $7,997+301.6% | $15,912+101.8% | $6,918+364.3% |