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 | $63,963 | $95,803-33.2% | $113,168-43.5% | $84,808-24.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.95% | 25.00%-15.1pp | 24.27%-14.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $4,683 | $2,360+98.5% | $2,975+57.4% | $2,631+78.0% |
| Participant deferral / active EE | $4,788 | $4,242+12.9% | $5,107-6.3% | $4,212+13.7% |
| Admin fee / account holder | $3,290 | $8,989-63.4% | $12,068-72.7% | $7,344-55.2% |