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 | $59,868 | $85,202-29.7% | $172,739-65.3% | $72,985-18.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.78% | 27.32%-13.5pp | 802.84%-789.1pp | 81.00%-67.2pp |
| Employer contribution / active EE | $3,167 | $3,324-4.7% | $5,143-38.4% | $2,440+29.8% |
| Participant deferral / active EE | $1,191 | $3,260-63.5% | $5,198-77.1% | $3,607-67.0% |
| Admin fee / account holder | $2,541 | $5,884-56.8% | $13,954-81.8% | $5,124-50.4% |