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 | $34,317 | $89,753-61.8% | $107,525-68.1% | $84,808-59.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.10% | 29.48%-19.4pp | 181.32%-171.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $2,449 | $3,113-21.3% | $3,754-34.7% | $2,631-6.9% |
| Participant deferral / active EE | $2,313 | $4,056-43.0% | $5,116-54.8% | $4,212-45.1% |
| Admin fee / account holder | $1,436 | $7,222-80.1% | $8,919-83.9% | $7,344-80.4% |