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 3-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 | $60,555 | $95,803-36.8% | $113,168-46.5% | $84,808-28.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.77% | 25.00%-15.2pp | 24.27%-14.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $5,237 | $2,360+121.9% | $2,975+76.0% | $2,631+99.1% |
| Participant deferral / active EE | $6,463 | $4,242+52.4% | $5,107+26.6% | $4,212+53.5% |
| Admin fee / account holder | $2,741 | $8,989-69.5% | $12,068-77.3% | $7,344-62.7% |