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 | $62,753 | $95,803-34.5% | $113,168-44.5% | $84,808-26.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.37% | 25.00%-15.6pp | 24.27%-14.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $2,136 | $2,360-9.5% | $2,975-28.2% | $2,631-18.8% |
| Participant deferral / active EE | $2,185 | $4,242-48.5% | $5,107-57.2% | $4,212-48.1% |
| Admin fee / account holder | $4,005 | $8,989-55.4% | $12,068-66.8% | $7,344-45.5% |