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 | $62,450 | $101,763-38.6% | $164,866-62.1% | $80,874-22.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 10.44% | 16.73%-6.3pp | 69.97%-59.5pp | 35.62%-25.2pp |
| Employer contribution / active EE | $5,205 | $2,954+76.2% | $4,343+19.8% | $2,756+88.9% |
| Participant deferral / active EE | $5,175 | $4,477+15.6% | $6,033-14.2% | $4,297+20.4% |
| Admin fee / account holder | $1,441 | $8,228-82.5% | $12,689-88.6% | $6,935-79.2% |