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 | $52,944 | $74,927-29.3% | $101,794-48.0% | $84,808-37.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.16% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,573 | $1,522+134.8% | $2,289+56.1% | $2,631+35.8% |
| Participant deferral / active EE | $6,471 | $3,099+108.8% | $4,084+58.4% | $4,212+53.6% |
| Admin fee / account holder | $10,690 | $6,514+64.1% | $8,777+21.8% | $7,344+45.6% |