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 | $60,018 | $52,380+14.6% | $98,755-39.2% | $85,850-30.1% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 10.69% | 25.82%-15.1pp | 49.91%-39.2pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,362 | $1,337+76.6% | $2,067+14.2% | $2,565-7.9% |
| Participant deferral / active EE | $1,396 | $2,101-33.6% | $3,035-54.0% | $3,952-64.7% |
| Admin fee / account holder | $2,512 | $3,865-35.0% | $4,076-38.4% | $6,260-59.9% |