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 | $44,887 | $91,552-51.0% | $133,956-66.5% | $79,858-43.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.64% | 61.85%-52.2pp | 45.09%-35.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $6,610 | $2,384+177.3% | $3,919+68.7% | $2,471+167.5% |
| Participant deferral / active EE | $3,190 | $3,733-14.6% | $5,048-36.8% | $3,740-14.7% |
| Admin fee / account holder | $3,652 | $6,321-42.2% | $8,927-59.1% | $5,306-31.2% |