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 | $56,687 | $65,365-13.3% | $92,893-39.0% | $72,985-22.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 13.39% | 42.10%-28.7pp | 109.41%-96.0pp | 81.00%-67.6pp |
| Employer contribution / active EE | $3,482 | $2,594+34.2% | $3,653-4.7% | $2,440+42.7% |
| Participant deferral / active EE | $5,605 | $3,128+79.2% | $4,236+32.3% | $3,607+55.4% |
| Admin fee / account holder | $5,227 | $4,251+23.0% | $5,794-9.8% | $5,124+2.0% |