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 | $54,944 | $123,793-55.6% | $177,821-69.1% | $79,858-31.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 7.21% | 22.82%-15.6pp | 48.32%-41.1pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,667 | $4,095-59.3% | $5,918-71.8% | $2,471-32.5% |
| Participant deferral / active EE | $3,560 | $5,956-40.2% | $7,714-53.9% | $3,740-4.8% |
| Admin fee / account holder | $6,615 | $7,243-8.7% | $12,427-46.8% | $5,306+24.7% |