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 | $49,083 | $86,286-43.1% | $111,297-55.9% | $85,850-42.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.43% | 19.99%-9.6pp | 54.65%-44.2pp | 318.53%-308.1pp |
| Employer contribution / active EE | $5,049 | $2,043+147.1% | $2,731+84.9% | $2,565+96.8% |
| Participant deferral / active EE | $4,812 | $3,641+32.2% | $4,487+7.2% | $3,952+21.8% |
| Admin fee / account holder | $3,579 | $8,188-56.3% | $7,964-55.1% | $6,260-42.8% |