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 | $56,336 | $125,758-55.2% | $169,993-66.9% | $75,163-25.0% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.0%+9.3pp | 67.2%+29.1pp |
| Annual return | 10.87% | 27.20%-16.3pp | 53.37%-42.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $3,831 | $4,615-17.0% | $6,785-43.5% | $2,670+43.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,021 | $8,173-87.5% | $12,815-92.0% | $5,651-81.9% |