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 | $49,851 | $109,881-54.6% | $150,045-66.8% | $84,808-41.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.55% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,247 | $3,561-36.9% | $4,693-52.1% | $2,631-14.6% |
| Participant deferral / active EE | $3,967 | $6,636-40.2% | $7,997-50.4% | $4,212-5.8% |
| Admin fee / account holder | $7,688 | $8,568-10.3% | $13,435-42.8% | $7,344+4.7% |