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 | $47,077 | $85,202-44.7% | $172,739-72.7% | $72,985-35.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.71% | 27.32%-20.6pp | 802.84%-796.1pp | 81.00%-74.3pp |
| Employer contribution / active EE | $3,137 | $3,324-5.6% | $5,143-39.0% | $2,440+28.6% |
| Participant deferral / active EE | $2,803 | $3,260-14.0% | $5,198-46.1% | $3,607-22.3% |
| Admin fee / account holder | $1,070 | $5,884-81.8% | $13,954-92.3% | $5,124-79.1% |