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 | $54,112 | $56,277-3.8% | $80,975-33.2% | $62,891-14.0% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.43% | 22.12%-16.7pp | 17.10%-11.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $5,394 | $1,943+177.7% | $3,714+45.2% | $2,281+136.5% |
| Participant deferral / active EE | $7,378 | $4,195+75.9% | $5,696+29.5% | $3,203+130.3% |
| Admin fee / account holder | $1,576 | $3,741-57.9% | $5,516-71.4% | $4,296-63.3% |