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 | $52,156 | $106,584-51.1% | $101,326-48.5% | $142,382-63.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.42% | 36.93%-27.5pp | 36.82%-27.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $655 | $3,956-83.4% | $3,665-82.1% | $4,299-84.8% |
| Participant deferral / active EE | $2,620 | $8,297-68.4% | $7,994-67.2% | $6,507-59.7% |
| Admin fee / account holder | $21,384 | $11,446+86.8% | $11,185+91.2% | $12,624+69.4% |