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 | $55,143 | $95,803-42.4% | $113,168-51.3% | $84,808-35.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.96% | 25.00%-15.0pp | 24.27%-14.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $3,558 | $2,360+50.8% | $2,975+19.6% | $2,631+35.2% |
| Participant deferral / active EE | $8,830 | $4,242+108.1% | $5,107+72.9% | $4,212+109.6% |
| Admin fee / account holder | $34,898 | $8,989+288.2% | $12,068+189.2% | $7,344+375.2% |