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 | $60,531 | $72,492-16.5% | $87,100-30.5% | $72,985-17.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.48% | 24.46%-10.0pp | 28.19%-13.7pp | 81.00%-66.5pp |
| Employer contribution / active EE | $2,835 | $1,894+49.7% | $2,521+12.4% | $2,440+16.2% |
| Participant deferral / active EE | $3,099 | $3,270-5.2% | $4,049-23.5% | $3,607-14.1% |
| Admin fee / account holder | $12,967 | $5,055+156.5% | $7,497+73.0% | $5,124+153.0% |