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 | $56,942 | $48,795+16.7% | $65,493-13.1% | $84,808-32.9% |
| Participation rate | 77.8% | 67.0%+10.8pp | 73.1%+4.7pp | 68.3%+9.5pp |
| Annual return | 9.21% | 20.20%-11.0pp | 982.45%-973.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,457 | $2,928+18.0% | $3,961-12.7% | $4,212-17.9% |
| Admin fee / account holder | $5,115 | $3,877+31.9% | $5,028+1.7% | $7,344-30.3% |