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 8-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 | $54,885 | $89,753-38.8% | $107,525-49.0% | $84,808-35.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.20% | 29.48%-18.3pp | 181.32%-170.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $3,122 | $3,113+0.3% | $3,754-16.8% | $2,631+18.7% |
| Participant deferral / active EE | $5,333 | $4,056+31.5% | $5,116+4.3% | $4,212+26.6% |
| Admin fee / account holder | $39,790 | $7,222+451.0% | $8,919+346.1% | $7,344+441.8% |