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 | $51,829 | $106,515-51.3% | $96,683-46.4% | $139,434-62.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.96% | 38.43%-28.5pp | 35.69%-25.7pp | 372.94%-363.0pp |
| Employer contribution / active EE | $12,347 | $4,103+200.9% | $3,737+230.4% | $4,751+159.9% |
| Participant deferral / active EE | $2,343 | $5,454-57.0% | $4,878-52.0% | $6,710-65.1% |
| Admin fee / account holder | $4,159 | $7,877-47.2% | $6,730-38.2% | $11,403-63.5% |