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 | $50,223 | $89,753-44.0% | $107,525-53.3% | $84,808-40.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.46% | 29.48%-21.0pp | 181.32%-172.9pp | 40.90%-32.4pp |
| Employer contribution / active EE | $3,296 | $3,113+5.9% | $3,754-12.2% | $2,631+25.3% |
| Participant deferral / active EE | $4,890 | $4,056+20.6% | $5,116-4.4% | $4,212+16.1% |
| Admin fee / account holder | $12,068 | $7,222+67.1% | $8,919+35.3% | $7,344+64.3% |