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 | $39,141 | $54,705-28.5% | $71,209-45.0% | $84,808-53.8% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.8%+23.4pp | 68.3%+28.8pp |
| Annual return | 11.28% | 35.90%-24.6pp | 282.51%-271.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,163 | $2,158+46.6% | $2,721+16.2% | $2,631+20.2% |
| Participant deferral / active EE | $4,155 | $3,030+37.1% | $4,175-0.5% | $4,212-1.3% |
| Admin fee / account holder | $3,356 | $4,863-31.0% | $5,349-37.2% | $7,344-54.3% |