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 | $37,854 | $56,897-33.5% | $84,750-55.3% | $62,891-39.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.82% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,979 | $2,400-17.5% | $3,574-44.6% | $2,281-13.2% |
| Participant deferral / active EE | $1,519 | $2,709-43.9% | $3,712-59.1% | $3,203-52.6% |
| Admin fee / account holder | $7,153 | $3,581+99.8% | $5,332+34.2% | $4,296+66.5% |