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 | $40,962 | $95,416-57.1% | $185,823-78.0% | $85,850-52.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.51% | 23.59%-12.1pp | 122.05%-110.5pp | 318.53%-307.0pp |
| Employer contribution / active EE | $3,637 | $3,314+9.8% | $5,167-29.6% | $2,565+41.8% |
| Participant deferral / active EE | $3,836 | $3,423+12.1% | $5,568-31.1% | $3,952-2.9% |
| Admin fee / account holder | $5,131 | $7,213-28.9% | $16,237-68.4% | $6,260-18.0% |