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 | $50,167 | $56,054-10.5% | $171,082-70.7% | $62,891-20.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 5.26% | 22.52%-17.3pp | 32.56%-27.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $3,814 | $1,731+120.4% | $4,002-4.7% | $2,281+67.2% |
| Participant deferral / active EE | $3,384 | $3,158+7.2% | $4,797-29.5% | $3,203+5.7% |
| Admin fee / account holder | $3,375 | $3,647-7.5% | $8,520-60.4% | $4,296-21.4% |