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 | $52,865 | $86,286-38.7% | $111,297-52.5% | $85,850-38.4% |
| Participation rate | 75.0% | 73.3%+1.7pp | 77.3%-2.3pp | 69.3%+5.7pp |
| Annual return | 5.54% | 19.99%-14.4pp | 54.65%-49.1pp | 318.53%-313.0pp |
| Employer contribution / active EE | $1,342 | $2,043-34.3% | $2,731-50.8% | $2,565-47.7% |
| Participant deferral / active EE | $2,055 | $3,641-43.6% | $4,487-54.2% | $3,952-48.0% |
| Admin fee / account holder | $2,094 | $8,188-74.4% | $7,964-73.7% | $6,260-66.6% |