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 | $60,394 | $60,349+0.1% | $74,183-18.6% | $62,891-4.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.66% | 21.37%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,428 | $1,680-15.0% | $2,370-39.8% | $2,281-37.4% |
| Participant deferral / active EE | $3,819 | $2,856+33.7% | $3,550+7.6% | $3,203+19.2% |
| Admin fee / account holder | $12,217 | $4,261+186.7% | $5,586+118.7% | $4,296+184.4% |