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 | $47,445 | $76,552-38.0% | $123,892-61.7% | $62,891-24.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.67% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,786 | $2,883+31.3% | $4,617-18.0% | $2,281+66.0% |
| Participant deferral / active EE | $4,231 | $4,840-12.6% | $5,984-29.3% | $3,203+32.1% |
| Admin fee / account holder | $357 | $4,826-92.6% | $8,357-95.7% | $4,296-91.7% |