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 7-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 | $50,114 | $109,881-54.4% | $150,045-66.6% | $84,808-40.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.81% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $3,513 | $3,561-1.4% | $4,693-25.1% | $2,631+33.5% |
| Participant deferral / active EE | $5,536 | $6,636-16.6% | $7,997-30.8% | $4,212+31.5% |
| Admin fee / account holder | $8,098 | $8,568-5.5% | $13,435-39.7% | $7,344+10.3% |