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 | $33,370 | $89,753-62.8% | $107,525-69.0% | $84,808-60.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.15% | 29.48%-21.3pp | 181.32%-173.2pp | 40.90%-32.7pp |
| Employer contribution / active EE | $4,598 | $3,113+47.7% | $3,754+22.5% | $2,631+74.7% |
| Participant deferral / active EE | $1,975 | $4,056-51.3% | $5,116-61.4% | $4,212-53.1% |
| Admin fee / account holder | $6,535 | $7,222-9.5% | $8,919-26.7% | $7,344-11.0% |