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 | $45,666 | $51,175-10.8% | $70,515-35.2% | $75,163-39.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 12.16% | 30.02%-17.9pp | 32.77%-20.6pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,319 | $1,826-27.8% | $2,973-55.6% | $2,670-50.6% |
| Participant deferral / active EE | $2,551 | $2,849-10.5% | $4,567-44.1% | $4,125-38.2% |
| Admin fee / account holder | $11,873 | $4,091+190.2% | $6,412+85.2% | $5,651+110.1% |