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 | $55,042 | $64,348-14.5% | $90,160-39.0% | $70,131-21.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.57% | 28.13%-14.6pp | 34.88%-21.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,388 | $2,046+65.6% | $3,318+2.1% | $2,342+44.6% |
| Participant deferral / active EE | $3,167 | $4,389-27.8% | $5,288-40.1% | $3,332-4.9% |
| Admin fee / account holder | $2,600 | $3,944-34.1% | $5,943-56.3% | $4,645-44.0% |