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 | $52,906 | $45,035+17.5% | $62,995-16.0% | $70,131-24.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.44% | 18.76%-8.3pp | 87.57%-77.1pp | 73.14%-62.7pp |
| Employer contribution / active EE | $3,313 | $2,051+61.5% | $2,759+20.1% | $2,342+41.4% |
| Participant deferral / active EE | $3,650 | $2,465+48.1% | $3,329+9.6% | $3,332+9.5% |
| Admin fee / account holder | $3,352 | $2,834+18.3% | $3,600-6.9% | $4,645-27.8% |