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 | $27,985 | $57,590-51.4% | $86,233-67.5% | $82,448-66.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 9.45% | 22.41%-13.0pp | 61.39%-51.9pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,854 | $1,655+72.4% | $2,504+14.0% | $2,551+11.9% |
| Participant deferral / active EE | $4,701 | $3,080+52.6% | $4,559+3.1% | $4,139+13.6% |
| Admin fee / account holder | $2,385 | $4,730-49.6% | $8,342-71.4% | $7,234-67.0% |