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 | $37,998 | $58,512-35.1% | $84,015-54.8% | $72,985-47.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 4.41% | 28.93%-24.5pp | 71.31%-66.9pp | 81.00%-76.6pp |
| Employer contribution / active EE | $7,511 | $1,163+545.9% | $1,983+278.7% | $2,440+207.9% |
| Participant deferral / active EE | $4,720 | $2,394+97.2% | $3,239+45.7% | $3,607+30.8% |
| Admin fee / account holder | $961 | $4,569-79.0% | $6,101-84.2% | $5,124-81.2% |