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 | $34,751 | $78,705-55.8% | $117,854-70.5% | $70,131-50.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.05% | 23.30%-11.2pp | 335.08%-323.0pp | 73.14%-61.1pp |
| Employer contribution / active EE | $2,041 | $2,223-8.2% | $3,786-46.1% | $2,342-12.9% |
| Participant deferral / active EE | $2,499 | $3,297-24.2% | $4,482-44.2% | $3,332-25.0% |
| Admin fee / account holder | $1,795 | $5,065-64.6% | $8,020-77.6% | $4,645-61.4% |