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 | $45,226 | $91,552-50.6% | $133,956-66.2% | $79,858-43.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.82% | 61.85%-54.0pp | 45.09%-37.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $1,838 | $2,384-22.9% | $3,919-53.1% | $2,471-25.6% |
| Participant deferral / active EE | $2,081 | $3,733-44.3% | $5,048-58.8% | $3,740-44.3% |
| Admin fee / account holder | $20,725 | $6,321+227.9% | $8,927+132.2% | $5,306+290.6% |