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 | $65,598 | $83,477-21.4% | $125,175-47.6% | $72,985-10.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.40% | 25.78%-10.4pp | 43.79%-28.4pp | 81.00%-65.6pp |
| Employer contribution / active EE | $2,011 | $2,345-14.3% | $3,865-48.0% | $2,440-17.6% |
| Participant deferral / active EE | $4,285 | $3,585+19.5% | $4,937-13.2% | $3,607+18.8% |
| Admin fee / account holder | $3,093 | $5,517-43.9% | $9,702-68.1% | $5,124-39.6% |