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 | $71,124 | $94,625-24.8% | $116,228-38.8% | $84,808-16.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 11.65% | 20.40%-8.8pp | 90.06%-78.4pp | 40.90%-29.2pp |
| Employer contribution / active EE | $5,402 | $2,347+130.2% | $2,994+80.4% | $2,631+105.3% |
| Participant deferral / active EE | $6,255 | $3,972+57.5% | $4,953+26.3% | $4,212+48.5% |
| Admin fee / account holder | $1,767 | $10,091-82.5% | $11,989-85.3% | $7,344-75.9% |