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 | $26,670 | $74,927-64.4% | $101,794-73.8% | $84,808-68.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 9.18% | 18.70%-9.5pp | 30.53%-21.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,275 | $1,522-16.2% | $2,289-44.3% | $2,631-51.5% |
| Participant deferral / active EE | $1,746 | $3,099-43.7% | $4,084-57.3% | $4,212-58.5% |
| Admin fee / account holder | $4,315 | $6,514-33.8% | $8,777-50.8% | $7,344-41.2% |