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 | $54,885 | $71,057-22.8% | $93,654-41.4% | $80,874-32.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 7.77% | 11.26%-3.5pp | 133.34%-125.6pp | 35.62%-27.8pp |
| Employer contribution / active EE | $2,117 | $1,564+35.4% | $2,421-12.5% | $2,756-23.2% |
| Participant deferral / active EE | $5,632 | $4,034+39.6% | $4,413+27.6% | $4,297+31.1% |
| Admin fee / account holder | $3,175 | $6,944-54.3% | $8,282-61.7% | $6,935-54.2% |