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 | $51,959 | $65,365-20.5% | $92,893-44.1% | $72,985-28.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 11.63% | 42.10%-30.5pp | 109.41%-97.8pp | 81.00%-69.4pp |
| Employer contribution / active EE | $4,662 | $2,594+79.7% | $3,653+27.6% | $2,440+91.1% |
| Participant deferral / active EE | $3,999 | $3,128+27.8% | $4,236-5.6% | $3,607+10.9% |
| Admin fee / account holder | $58,730 | $4,251+1281.4% | $5,794+913.6% | $5,124+1046.1% |