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 7-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 | $47,496 | $101,724-53.3% | $164,813-71.2% | $80,856-41.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 7.49% | 16.72%-9.2pp | 69.93%-62.4pp | 35.59%-28.1pp |
| Employer contribution / active EE | $6,351 | $2,953+115.0% | $4,341+46.3% | $2,755+130.6% |
| Participant deferral / active EE | $2,889 | $4,477-35.5% | $6,031-52.1% | $4,296-32.8% |
| Admin fee / account holder | $1,607 | $8,227-80.5% | $12,690-87.3% | $6,918-76.8% |