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 | $32,410 | $58,512-44.6% | $84,015-61.4% | $72,985-55.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 4.36% | 28.93%-24.6pp | 71.31%-66.9pp | 81.00%-76.6pp |
| Employer contribution / active EE | $1,486 | $1,163+27.8% | $1,983-25.1% | $2,440-39.1% |
| Participant deferral / active EE | $2,662 | $2,394+11.2% | $3,239-17.8% | $3,607-26.2% |
| Admin fee / account holder | $1,343 | $4,569-70.6% | $6,101-78.0% | $5,124-73.8% |