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 | $37,487 | $53,822-30.3% | $75,696-50.5% | $85,850-56.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.26% | 24.54%-12.3pp | 104.53%-92.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $689 | $2,017-65.9% | $2,743-74.9% | $2,565-73.2% |
| Participant deferral / active EE | $3,626 | $2,895+25.2% | $3,821-5.1% | $3,952-8.2% |
| Admin fee / account holder | $5,902 | $3,343+76.6% | $3,619+63.1% | $6,260-5.7% |