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 | $51,457 | $81,248-36.7% | $155,509-66.9% | $80,856-36.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.54% | 33.31%-23.8pp | 64.67%-55.1pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,094 | $3,100-32.5% | $4,672-55.2% | $2,755-24.0% |
| Participant deferral / active EE | $5,196 | $3,452+50.5% | $5,626-7.6% | $4,296+21.0% |
| Admin fee / account holder | $51,338 | $7,997+541.9% | $15,912+222.6% | $6,918+642.1% |