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 | $52,094 | $74,927-30.5% | $101,794-48.8% | $84,808-38.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 7.12% | 18.70%-11.6pp | 30.53%-23.4pp | 40.90%-33.8pp |
| Employer contribution / active EE | $2,778 | $1,522+82.5% | $2,289+21.4% | $2,631+5.6% |
| Participant deferral / active EE | $1,757 | $3,099-43.3% | $4,084-57.0% | $4,212-58.3% |
| Admin fee / account holder | $5,411 | $6,514-16.9% | $8,777-38.3% | $7,344-26.3% |