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 | $26,449 | $55,706-52.5% | $75,886-65.1% | $72,985-63.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 16.52% | 27.59%-11.1pp | 30.76%-14.2pp | 81.00%-64.5pp |
| Employer contribution / active EE | $2,843 | $1,687+68.5% | $2,500+13.7% | $2,440+16.5% |
| Participant deferral / active EE | $1,919 | $2,634-27.1% | $3,603-46.7% | $3,607-46.8% |
| Admin fee / account holder | $1,047 | $3,978-73.7% | $5,418-80.7% | $5,124-79.6% |