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 | $34,007 | $86,286-60.6% | $111,297-69.4% | $85,850-60.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.93% | 19.99%-9.1pp | 54.65%-43.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $606 | $2,043-70.3% | $2,731-77.8% | $2,565-76.4% |
| Participant deferral / active EE | $2,614 | $3,641-28.2% | $4,487-41.7% | $3,952-33.8% |
| Admin fee / account holder | $8,391 | $8,188+2.5% | $7,964+5.4% | $6,260+34.0% |