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 | $61,060 | $101,724-40.0% | $164,813-63.0% | $80,856-24.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 4.93% | 16.72%-11.8pp | 69.93%-65.0pp | 35.59%-30.7pp |
| Employer contribution / active EE | $1,911 | $2,953-35.3% | $4,341-56.0% | $2,755-30.6% |
| Participant deferral / active EE | $2,263 | $4,477-49.5% | $6,031-62.5% | $4,296-47.3% |
| Admin fee / account holder | $7,978 | $8,227-3.0% | $12,690-37.1% | $6,918+15.3% |