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 | $72,635 | $76,552-5.1% | $123,892-41.4% | $62,891+15.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.67% | 18.68%-14.0pp | 47.52%-42.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $3,611 | $2,883+25.3% | $4,617-21.8% | $2,281+58.3% |
| Participant deferral / active EE | $5,293 | $4,840+9.4% | $5,984-11.6% | $3,203+65.3% |
| Admin fee / account holder | $2,079 | $4,826-56.9% | $8,357-75.1% | $4,296-51.6% |