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 | $61,148 | $61,605-0.7% | $112,229-45.5% | $75,163-18.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 10.95% | 28.47%-17.5pp | 30.20%-19.2pp | 160.62%-149.7pp |
| Employer contribution / active EE | $4,660 | $2,015+131.2% | $3,430+35.8% | $2,670+74.5% |
| Participant deferral / active EE | $5,354 | $3,108+72.2% | $4,798+11.6% | $4,125+29.8% |
| Admin fee / account holder | $15,294 | $4,862+214.6% | $7,748+97.4% | $5,651+170.7% |