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 | $49,471 | $73,933-33.1% | $96,683-48.8% | $75,163-34.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.03% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,780 | $2,928-5.0% | $3,737-25.6% | $2,670+4.1% |
| Participant deferral / active EE | $4,500 | $3,659+23.0% | $4,878-7.8% | $4,125+9.1% |
| Admin fee / account holder | $12,245 | $5,216+134.8% | $6,730+82.0% | $5,651+116.7% |