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 | $71,872 | $179,726-60.0% | $156,263-54.0% | $142,382-49.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.00% | 77.86%-74.9pp | 59.47%-56.5pp | 217.08%-214.1pp |
| Employer contribution / active EE | $2,265 | $5,069-55.3% | $4,333-47.7% | $4,299-47.3% |
| Participant deferral / active EE | $5,350 | $6,956-23.1% | $6,158-13.1% | $6,507-17.8% |
| Admin fee / account holder | $6,498 | $17,272-62.4% | $14,255-54.4% | $12,624-48.5% |