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 | $61,263 | $53,777+13.9% | $134,143-54.3% | $79,858-23.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 4.01% | 19.01%-15.0pp | 36.33%-32.3pp | 31.71%-27.7pp |
| Employer contribution / active EE | $3,179 | $1,321+140.6% | $3,704-14.2% | $2,471+28.6% |
| Participant deferral / active EE | $3,839 | $2,420+58.6% | $3,499+9.7% | $3,740+2.6% |
| Admin fee / account holder | $911 | $3,984-77.1% | $6,684-86.4% | $5,306-82.8% |