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 6-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 | $50,932 | $81,460-37.5% | $103,333-50.7% | $80,856-37.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.78% | 25.55%-15.8pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $4,897 | $3,105+57.7% | $3,868+26.6% | $2,755+77.8% |
| Participant deferral / active EE | $3,192 | $3,869-17.5% | $5,057-36.9% | $4,296-25.7% |
| Admin fee / account holder | $10,820 | $6,566+64.8% | $8,355+29.5% | $6,918+56.4% |