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 | $53,116 | $57,065-6.9% | $75,670-29.8% | $70,131-24.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 8.62% | 23.57%-15.0pp | 27.34%-18.7pp | 73.14%-64.5pp |
| Employer contribution / active EE | $2,753 | $1,817+51.6% | $2,352+17.1% | $2,342+17.5% |
| Participant deferral / active EE | $2,138 | $2,580-17.1% | $3,142-32.0% | $3,332-35.8% |
| Admin fee / account holder | $1,766 | $3,825-53.8% | $5,800-69.6% | $4,645-62.0% |