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 | $51,535 | $127,065-59.4% | $113,168-54.5% | $142,382-63.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.09% | 24.03%-18.9pp | 24.27%-19.2pp | 217.08%-212.0pp |
| Employer contribution / active EE | $1,117 | $3,442-67.6% | $2,975-62.5% | $4,299-74.0% |
| Participant deferral / active EE | $8,332 | $5,716+45.8% | $5,107+63.2% | $6,507+28.0% |
| Admin fee / account holder | $76,073 | $15,736+383.4% | $12,068+530.4% | $12,624+502.6% |