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 | $64,977 | $84,233-22.9% | $170,442-61.9% | $70,131-7.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.09% | 23.06%-12.0pp | 205.93%-194.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $3,218 | $3,387-5.0% | $5,433-40.8% | $2,342+37.4% |
| Participant deferral / active EE | $1,049 | $3,086-66.0% | $4,939-78.8% | $3,332-68.5% |
| Admin fee / account holder | $2,478 | $5,698-56.5% | $13,880-82.1% | $4,645-46.7% |