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 | $30,201 | $63,355-52.3% | $91,989-67.2% | $72,985-58.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 15.75% | 35.35%-19.6pp | 69.02%-53.3pp | 81.00%-65.2pp |
| Employer contribution / active EE | $2,415 | $2,116+14.2% | $3,452-30.0% | $2,440-1.0% |
| Participant deferral / active EE | $3,008 | $4,883-38.4% | $5,923-49.2% | $3,607-16.6% |
| Admin fee / account holder | $13,437 | $4,668+187.8% | $7,743+73.5% | $5,124+162.2% |