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 | $53,607 | $80,717-33.6% | $154,803-65.4% | $84,808-36.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 8.39% | 37.96%-29.6pp | 58.88%-50.5pp | 40.90%-32.5pp |
| Employer contribution / active EE | $2,597 | $2,761-6.0% | $4,305-39.7% | $2,631-1.3% |
| Participant deferral / active EE | $6,292 | $3,303+90.5% | $5,540+13.6% | $4,212+49.4% |
| Admin fee / account holder | $31,363 | $6,746+364.9% | $14,329+118.9% | $7,344+327.1% |