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 | $51,069 | $51,175-0.2% | $70,515-27.6% | $75,163-32.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 12.01% | 30.02%-18.0pp | 32.77%-20.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $3,469 | $1,826+90.0% | $2,973+16.7% | $2,670+29.9% |
| Participant deferral / active EE | $4,606 | $2,849+61.6% | $4,567+0.9% | $4,125+11.7% |
| Admin fee / account holder | $4,418 | $4,091+8.0% | $6,412-31.1% | $5,651-21.8% |