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 | $51,479 | $77,419-33.5% | $69,455-25.9% | $152,861-66.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 4.61% | 39.06%-34.5pp | 28.97%-24.4pp | 345.32%-340.7pp |
| Employer contribution / active EE | $1,277 | $3,315-61.5% | $2,779-54.0% | $4,762-73.2% |
| Participant deferral / active EE | $2,948 | $4,414-33.2% | $3,535-16.6% | $5,850-49.6% |
| Admin fee / account holder | $9,292 | $6,207+49.7% | $3,839+142.0% | $11,596-19.9% |