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 | $47,275 | $70,879-33.3% | $189,557-75.1% | $79,386-40.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.4%+21.6pp | 70.7%+29.3pp |
| Annual return | 11.83% | 20.70%-8.9pp | 64.17%-52.3pp | 116.85%-105.0pp |
| Employer contribution / active EE | $4,748 | $1,806+162.9% | $4,412+7.6% | $2,427+95.6% |
| Participant deferral / active EE | $4,161 | $4,081+1.9% | $6,174-32.6% | $4,046+2.8% |
| Admin fee / account holder | $1,097 | $647+69.4% | $9,807-88.8% | $626+75.0% |