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 | $52,744 | $96,557-45.4% | $80,975-34.9% | $273,961-80.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.41% | 15.14%-12.7pp | 17.10%-14.7pp | 41.45%-39.0pp |
| Employer contribution / active EE | $6,829 | $4,868+40.3% | $3,714+83.9% | $4,869+40.3% |
| Participant deferral / active EE | $2,114 | $6,598-68.0% | $5,696-62.9% | $5,287-60.0% |
| Admin fee / account holder | $4,075 | $7,492-45.6% | $5,516-26.1% | $10,132-59.8% |