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 | $42,512 | $71,050-40.2% | $93,606-54.6% | $80,856-47.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 7.40% | 11.26%-3.9pp | 133.20%-125.8pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,189 | $1,564-24.0% | $2,420-50.9% | $2,755-56.8% |
| Participant deferral / active EE | $3,344 | $4,034-17.1% | $4,411-24.2% | $4,296-22.2% |
| Admin fee / account holder | $20,805 | $6,945+199.6% | $8,285+151.1% | $6,918+200.7% |