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 | $52,009 | $123,793-58.0% | $177,821-70.8% | $79,858-34.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.15% | 22.82%-12.7pp | 48.32%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,968 | $4,095-51.9% | $5,918-66.7% | $2,471-20.3% |
| Participant deferral / active EE | $3,350 | $5,956-43.8% | $7,714-56.6% | $3,740-10.4% |
| Admin fee / account holder | $7,230 | $7,243-0.2% | $12,427-41.8% | $5,306+36.2% |