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 | $37,328 | $62,573-40.3% | $85,682-56.4% | $85,850-56.5% |
| Participation rate | 70.6% | 61.1%+9.4pp | 69.9%+0.7pp | 69.3%+1.3pp |
| Annual return | 6.45% | 23.77%-17.3pp | 21.49%-15.0pp | 318.53%-312.1pp |
| Employer contribution / active EE | $1,247 | $1,757-29.0% | $2,618-52.4% | $2,565-51.4% |
| Participant deferral / active EE | $1,961 | $2,802-30.0% | $3,923-50.0% | $3,952-50.4% |
| Admin fee / account holder | $10,119 | $4,640+118.1% | $6,873+47.2% | $6,260+61.6% |