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 | $50,411 | $74,927-32.7% | $101,794-50.5% | $84,808-40.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 12.04% | 18.70%-6.7pp | 30.53%-18.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,894 | $1,522+90.2% | $2,289+26.4% | $2,631+10.0% |
| Participant deferral / active EE | $6,201 | $3,099+100.1% | $4,084+51.8% | $4,212+47.2% |
| Admin fee / account holder | $14,698 | $6,514+125.6% | $8,777+67.5% | $7,344+100.1% |