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 | $51,492 | $45,073+14.2% | $69,455-25.9% | $72,985-29.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.92% | 22.65%-17.7pp | 28.97%-24.0pp | 81.00%-76.1pp |
| Employer contribution / active EE | $7,596 | $2,054+269.8% | $2,779+173.3% | $2,440+211.3% |
| Participant deferral / active EE | $3,783 | $2,602+45.4% | $3,535+7.0% | $3,607+4.9% |
| Admin fee / account holder | $2,098 | $3,056-31.3% | $3,839-45.4% | $5,124-59.1% |