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 | $52,531 | $65,395-19.7% | $182,532-71.2% | $72,985-28.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 17.01% | 27.68%-10.7pp | 148.54%-131.5pp | 81.00%-64.0pp |
| Employer contribution / active EE | $1,203 | $1,911-37.0% | $4,076-70.5% | $2,440-50.7% |
| Participant deferral / active EE | $1,934 | $3,563-45.7% | $5,524-65.0% | $3,607-46.4% |
| Admin fee / account holder | $3,426 | $4,245-19.3% | $8,592-60.1% | $5,124-33.1% |