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 | $50,059 | $78,672-36.4% | $109,143-54.1% | $85,850-41.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.70% | 25.09%-14.4pp | 25.75%-15.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,425 | $2,735-11.3% | $3,722-34.9% | $2,565-5.5% |
| Participant deferral / active EE | $4,827 | $3,467+39.2% | $4,653+3.7% | $3,952+22.2% |
| Admin fee / account holder | $5,956 | $5,469+8.9% | $6,752-11.8% | $6,260-4.9% |