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 | $51,257 | $58,851-12.9% | $115,157-55.5% | $72,985-29.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 11.97% | 23.16%-11.2pp | 35.60%-23.6pp | 81.00%-69.0pp |
| Employer contribution / active EE | $1,937 | $1,798+7.7% | $3,179-39.1% | $2,440-20.6% |
| Participant deferral / active EE | $2,952 | $2,643+11.7% | $4,168-29.2% | $3,607-18.2% |
| Admin fee / account holder | $6,032 | $6,370-5.3% | $7,088-14.9% | $5,124+17.7% |