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 | $39,103 | $81,460-52.0% | $103,333-62.2% | $80,856-51.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.90% | 25.55%-15.6pp | 24.88%-15.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,945 | $3,105-37.4% | $3,868-49.7% | $2,755-29.4% |
| Participant deferral / active EE | $3,742 | $3,869-3.3% | $5,057-26.0% | $4,296-12.9% |
| Admin fee / account holder | $2,861 | $6,566-56.4% | $8,355-65.8% | $6,918-58.6% |