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 | $51,654 | $76,367-32.4% | $93,606-44.8% | $72,985-29.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 4.12% | 25.82%-21.7pp | 32.76%-28.6pp | 81.00%-76.9pp |
| Employer contribution / active EE | $1,059 | $2,275-53.5% | $2,718-61.0% | $2,440-56.6% |
| Participant deferral / active EE | $1,497 | $3,538-57.7% | $4,069-63.2% | $3,607-58.5% |
| Admin fee / account holder | $2,180 | $6,838-68.1% | $7,888-72.4% | $5,124-57.4% |