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 | $49,717 | $81,208-38.8% | $98,907-49.7% | $79,858-37.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 3.17% | 60.99%-57.8pp | 196.43%-193.3pp | 31.71%-28.5pp |
| Employer contribution / active EE | $1,246 | $1,960-36.4% | $2,689-53.7% | $2,471-49.6% |
| Participant deferral / active EE | $1,670 | $3,265-48.8% | $4,244-60.6% | $3,740-55.3% |
| Admin fee / account holder | $4,312 | $6,013-28.3% | $6,642-35.1% | $5,306-18.7% |