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 | $42,632 | $46,869-9.0% | $122,332-65.2% | $70,131-39.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.84% | 24.22%-11.4pp | 30.27%-17.4pp | 73.14%-60.3pp |
| Employer contribution / active EE | $2,166 | $1,288+68.2% | $4,050-46.5% | $2,342-7.5% |
| Participant deferral / active EE | $2,784 | $2,166+28.5% | $3,287-15.3% | $3,332-16.4% |
| Admin fee / account holder | $15,385 | $3,322+363.1% | $5,478+180.9% | $4,645+231.2% |