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 | $35,272 | $62,672-43.7% | $185,117-80.9% | $70,131-49.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 8.03% | 40.79%-32.8pp | 40.50%-32.5pp | 73.14%-65.1pp |
| Employer contribution / active EE | $2,612 | $1,753+49.0% | $4,182-37.5% | $2,342+11.5% |
| Participant deferral / active EE | $3,219 | $3,272-1.6% | $5,045-36.2% | $3,332-3.4% |
| Admin fee / account holder | $3,579 | $3,932-9.0% | $8,159-56.1% | $4,645-23.0% |