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 | $57,724 | $163,101-64.6% | $136,749-57.8% | $142,382-59.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 3.94% | 27.54%-23.6pp | 24.33%-20.4pp | 217.08%-213.1pp |
| Employer contribution / active EE | $1,702 | $4,117-58.7% | $3,400-49.9% | $4,299-60.4% |
| Participant deferral / active EE | $2,634 | $5,585-52.8% | $4,692-43.9% | $6,507-59.5% |
| Admin fee / account holder | $2,594 | $14,318-81.9% | $11,386-77.2% | $12,624-79.4% |