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 | $49,438 | $80,717-38.8% | $154,803-68.1% | $84,808-41.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 7.11% | 37.96%-30.8pp | 58.88%-51.8pp | 40.90%-33.8pp |
| Employer contribution / active EE | $2,864 | $2,761+3.7% | $4,305-33.5% | $2,631+8.9% |
| Participant deferral / active EE | $5,254 | $3,303+59.0% | $5,540-5.2% | $4,212+24.7% |
| Admin fee / account holder | $34,002 | $6,746+404.1% | $14,329+137.3% | $7,344+363.0% |