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 | $59,107 | $81,460-27.4% | $103,333-42.8% | $80,856-26.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.55% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,036 | $3,105-34.4% | $3,868-47.4% | $2,755-26.1% |
| Participant deferral / active EE | $5,523 | $3,869+42.8% | $5,057+9.2% | $4,296+28.6% |
| Admin fee / account holder | $5,827 | $6,566-11.3% | $8,355-30.3% | $6,918-15.8% |