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 | $27,284 | $60,022-54.5% | $88,946-69.3% | $84,808-67.8% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 11.56% | 22.43%-10.9pp | 57.82%-46.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,295 | $1,703+93.5% | $2,555+29.0% | $2,631+25.2% |
| Participant deferral / active EE | $1,776 | $3,114-43.0% | $4,581-61.2% | $4,212-57.8% |
| Admin fee / account holder | $544 | $4,811-88.7% | $8,261-93.4% | $7,344-92.6% |