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 | $47,855 | $54,705-12.5% | $71,209-32.8% | $84,808-43.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.02% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,447 | $2,158+13.4% | $2,721-10.1% | $2,631-7.0% |
| Participant deferral / active EE | $9,361 | $3,030+208.9% | $4,175+124.2% | $4,212+122.3% |
| Admin fee / account holder | $12,551 | $4,863+158.1% | $5,349+134.7% | $7,344+70.9% |