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 | $55,568 | $77,899-28.7% | $149,673-62.9% | $75,163-26.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.99% | 31.72%-24.7pp | 134.42%-127.4pp | 160.62%-153.6pp |
| Employer contribution / active EE | $3,585 | $3,137+14.3% | $4,818-25.6% | $2,670+34.3% |
| Participant deferral / active EE | $2,613 | $3,411-23.4% | $5,680-54.0% | $4,125-36.7% |
| Admin fee / account holder | $3,625 | $5,956-39.1% | $13,210-72.6% | $5,651-35.8% |