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 | $50,487 | $72,277-30.1% | $101,248-50.1% | $79,858-36.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.86% | 22.30%-18.4pp | 46.47%-42.6pp | 31.71%-27.9pp |
| Employer contribution / active EE | $2,596 | $2,692-3.5% | $3,660-29.1% | $2,471+5.1% |
| Participant deferral / active EE | $5,335 | $3,282+62.6% | $4,370+22.1% | $3,740+42.7% |
| Admin fee / account holder | $7,953 | $4,400+80.7% | $5,945+33.8% | $5,306+49.9% |