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 | $53,291 | $64,480-17.4% | $81,382-34.5% | $80,856-34.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 9.15% | 16.34%-7.2pp | 24.73%-15.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $3,341 | $1,978+68.9% | $2,463+35.7% | $2,755+21.3% |
| Participant deferral / active EE | $2,509 | $3,094-18.9% | $3,883-35.4% | $4,296-41.6% |
| Admin fee / account holder | $3,379 | $5,671-40.4% | $5,768-41.4% | $6,918-51.2% |