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 | $37,657 | $76,407-50.7% | $150,298-74.9% | $82,448-54.3% |
| Participation rate | 81.9% | 66.4%+15.5pp | 77.8%+4.2pp | 68.1%+13.9pp |
| Annual return | 12.40% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,026 | $2,614-60.8% | $4,154-75.3% | $2,551-59.8% |
| Participant deferral / active EE | $1,942 | $3,214-39.6% | $5,453-64.4% | $4,139-53.1% |
| Admin fee / account holder | $5,407 | $6,352-14.9% | $14,116-61.7% | $7,234-25.3% |