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 | $38,566 | $81,248-52.5% | $155,509-75.2% | $80,856-52.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.30% | 33.31%-24.0pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,380 | $3,100-23.2% | $4,672-49.1% | $2,755-13.6% |
| Participant deferral / active EE | $2,331 | $3,452-32.5% | $5,626-58.6% | $4,296-45.7% |
| Admin fee / account holder | $3,819 | $7,997-52.2% | $15,912-76.0% | $6,918-44.8% |