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 | $58,439 | $127,065-54.0% | $113,168-48.4% | $142,382-59.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 7.26% | 24.03%-16.8pp | 24.27%-17.0pp | 217.08%-209.8pp |
| Employer contribution / active EE | $3,670 | $3,442+6.6% | $2,975+23.3% | $4,299-14.6% |
| Participant deferral / active EE | $4,417 | $5,716-22.7% | $5,107-13.5% | $6,507-32.1% |
| Admin fee / account holder | $47,583 | $15,736+202.4% | $12,068+294.3% | $12,624+276.9% |