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 | $58,384 | $101,724-42.6% | $164,813-64.6% | $80,856-27.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.85% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,335 | $2,953-21.0% | $4,341-46.2% | $2,755-15.2% |
| Participant deferral / active EE | $3,473 | $4,477-22.4% | $6,031-42.4% | $4,296-19.2% |
| Admin fee / account holder | $13,929 | $8,227+69.3% | $12,690+9.8% | $6,918+101.3% |