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 | $74,077 | $63,355+16.9% | $91,989-19.5% | $72,985+1.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 17.38% | 35.35%-18.0pp | 69.02%-51.6pp | 81.00%-63.6pp |
| Employer contribution / active EE | $331 | $2,116-84.3% | $3,452-90.4% | $2,440-86.4% |
| Participant deferral / active EE | $5,229 | $4,883+7.1% | $5,923-11.7% | $3,607+45.0% |
| Admin fee / account holder | $36,698 | $4,668+686.1% | $7,743+374.0% | $5,124+616.1% |