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 | $48,423 | $148,978-67.5% | $200,582-75.9% | $84,808-42.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.31% | 28.16%-16.9pp | 42.33%-31.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $4,833 | $4,815+0.4% | $6,419-24.7% | $2,631+83.7% |
| Participant deferral / active EE | $3,376 | $7,142-52.7% | $9,331-63.8% | $4,212-19.8% |
| Admin fee / account holder | $10,885 | $13,977-22.1% | $16,305-33.2% | $7,344+48.2% |