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 | $49,004 | $45,035+8.8% | $62,995-22.2% | $70,131-30.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.79% | 18.76%-8.0pp | 87.57%-76.8pp | 73.14%-62.4pp |
| Employer contribution / active EE | $1,971 | $2,051-3.9% | $2,759-28.6% | $2,342-15.9% |
| Participant deferral / active EE | $2,457 | $2,465-0.3% | $3,329-26.2% | $3,332-26.2% |
| Admin fee / account holder | $302 | $2,834-89.4% | $3,600-91.6% | $4,645-93.5% |