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 5-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 | $47,901 | $89,753-46.6% | $107,525-55.5% | $84,808-43.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 5.25% | 29.48%-24.2pp | 181.32%-176.1pp | 40.90%-35.6pp |
| Employer contribution / active EE | $4,516 | $3,113+45.1% | $3,754+20.3% | $2,631+71.7% |
| Participant deferral / active EE | $3,851 | $4,056-5.1% | $5,116-24.7% | $4,212-8.6% |
| Admin fee / account holder | $12,806 | $7,222+77.3% | $8,919+43.6% | $7,344+74.4% |