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 | $36,230 | $80,968-55.3% | $96,544-62.5% | $75,163-51.8% |
| Participation rate | 91.7% | 71.8%+19.9pp | 76.0%+15.7pp | 67.2%+24.5pp |
| Annual return | 9.59% | 27.06%-17.5pp | 25.84%-16.2pp | 160.62%-151.0pp |
| Employer contribution / active EE | $3,125 | $2,282+37.0% | $2,965+5.4% | $2,670+17.1% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,433 | $6,724-78.7% | $8,252-82.6% | $5,651-74.6% |