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 | $67,606-24.5% | $82,313-38.0% | $70,131-27.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.10% | 21.57%-11.5pp | 25.88%-15.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $8,424 | $1,755+380.0% | $2,428+246.9% | $2,342+259.6% |
| Participant deferral / active EE | $1,780 | $2,987-40.4% | $3,706-52.0% | $3,332-46.6% |
| Admin fee / account holder | $1,090 | $4,512-75.8% | $5,608-80.6% | $4,645-76.5% |