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 | $32,296 | $177,572-81.8% | $154,803-79.1% | $142,382-77.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.10% | 65.07%-60.0pp | 58.88%-53.8pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,898 | $4,810-60.5% | $4,305-55.9% | $4,299-55.9% |
| Participant deferral / active EE | $9,142 | $6,272+45.8% | $5,540+65.0% | $6,507+40.5% |
| Admin fee / account holder | $8,498 | $16,786-49.4% | $14,329-40.7% | $12,624-32.7% |