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 7-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 | $55,430 | $81,248-31.8% | $155,509-64.4% | $80,856-31.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.13% | 33.31%-24.2pp | 64.67%-55.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | $5,071 | $3,100+63.6% | $4,672+8.5% | $2,755+84.1% |
| Participant deferral / active EE | $4,250 | $3,452+23.1% | $5,626-24.5% | $4,296-1.1% |
| Admin fee / account holder | $1,291 | $7,997-83.9% | $15,912-91.9% | $6,918-81.3% |