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 | $55,847 | $109,413-49.0% | $156,263-64.3% | $84,808-34.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 8.76% | 20.18%-11.4pp | 59.47%-50.7pp | 40.90%-32.1pp |
| Employer contribution / active EE | $5,135 | $2,907+76.7% | $4,333+18.5% | $2,631+95.2% |
| Participant deferral / active EE | $3,067 | $4,590-33.2% | $6,158-50.2% | $4,212-27.2% |
| Admin fee / account holder | $3,198 | $9,357-65.8% | $14,255-77.6% | $7,344-56.5% |