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 | $68,822 | $77,899-11.7% | $149,673-54.0% | $75,163-8.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.70% | 31.72%-23.0pp | 134.42%-125.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $3,028 | $3,137-3.5% | $4,818-37.1% | $2,670+13.4% |
| Participant deferral / active EE | $1,418 | $3,411-58.4% | $5,680-75.0% | $4,125-65.6% |
| Admin fee / account holder | $3,331 | $5,956-44.1% | $13,210-74.8% | $5,651-41.1% |