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 | $42,193 | $80,717-47.7% | $154,803-72.7% | $84,808-50.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.81% | 37.96%-26.2pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,178 | $2,761-21.1% | $4,305-49.4% | $2,631-17.2% |
| Participant deferral / active EE | $2,739 | $3,303-17.1% | $5,540-50.6% | $4,212-35.0% |
| Admin fee / account holder | $4,458 | $6,746-33.9% | $14,329-68.9% | $7,344-39.3% |