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 | $53,020 | $89,753-40.9% | $107,525-50.7% | $84,808-37.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 4.19% | 29.48%-25.3pp | 181.32%-177.1pp | 40.90%-36.7pp |
| Employer contribution / active EE | $1,891 | $3,113-39.3% | $3,754-49.6% | $2,631-28.1% |
| Participant deferral / active EE | $5,670 | $4,056+39.8% | $5,116+10.8% | $4,212+34.6% |
| Admin fee / account holder | $17,260 | $7,222+139.0% | $8,919+93.5% | $7,344+135.0% |