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 | $36,508 | $54,705-33.3% | $71,209-48.7% | $84,808-57.0% |
| Participation rate | 80.8% | 64.1%+16.7pp | 73.8%+7.0pp | 68.3%+12.5pp |
| Annual return | 11.68% | 35.90%-24.2pp | 282.51%-270.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,913 | $2,158-11.4% | $2,721-29.7% | $2,631-27.3% |
| Participant deferral / active EE | $3,269 | $3,030+7.9% | $4,175-21.7% | $4,212-22.4% |
| Admin fee / account holder | $17,217 | $4,863+254.0% | $5,349+221.9% | $7,344+134.4% |