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 | $52,550 | $72,492-27.5% | $87,100-39.7% | $72,985-28.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.44% | 24.46%-12.0pp | 28.19%-15.8pp | 81.00%-68.6pp |
| Employer contribution / active EE | $1,856 | $1,894-2.0% | $2,521-26.4% | $2,440-23.9% |
| Participant deferral / active EE | $3,259 | $3,270-0.3% | $4,049-19.5% | $3,607-9.7% |
| Admin fee / account holder | $791 | $5,055-84.4% | $7,497-89.5% | $5,124-84.6% |