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 | $46,956 | $87,733-46.5% | $106,548-55.9% | $85,850-45.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 9.43% | 21.86%-12.4pp | 26.80%-17.4pp | 318.53%-309.1pp |
| Employer contribution / active EE | $3,726 | $2,073+79.7% | $2,819+32.2% | $2,565+45.2% |
| Participant deferral / active EE | $3,066 | $3,469-11.6% | $4,398-30.3% | $3,952-22.4% |
| Admin fee / account holder | $6,589 | $6,767-2.6% | $7,407-11.0% | $6,260+5.3% |