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 | $51,332 | $73,933-30.6% | $96,683-46.9% | $75,163-31.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 7.81% | 26.70%-18.9pp | 35.69%-27.9pp | 160.62%-152.8pp |
| Employer contribution / active EE | $4,236 | $2,928+44.7% | $3,737+13.4% | $2,670+58.6% |
| Participant deferral / active EE | $8,904 | $3,659+143.4% | $4,878+82.5% | $4,125+115.9% |
| Admin fee / account holder | $1,151 | $5,216-77.9% | $6,730-82.9% | $5,651-79.6% |