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 | $57,244 | $70,475-18.8% | $100,516-43.0% | $79,858-28.3% |
| Participation rate | 96.3% | 73.7%+22.6pp | 79.4%+16.9pp | 69.6%+26.7pp |
| Annual return | 1.44% | 21.90%-20.5pp | 30.89%-29.5pp | 31.71%-30.3pp |
| Employer contribution / active EE | $4,330 | $2,165+100.0% | $3,418+26.7% | $2,471+75.2% |
| Participant deferral / active EE | $5,273 | $5,181+1.8% | $6,270-15.9% | $3,740+41.0% |
| Admin fee / account holder | $412 | $4,478-90.8% | $8,081-94.9% | $5,306-92.2% |