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 | $76,634 | $94,625-19.0% | $116,228-34.1% | $84,808-9.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 8.59% | 20.40%-11.8pp | 90.06%-81.5pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,523 | $2,347+7.5% | $2,994-15.7% | $2,631-4.1% |
| Participant deferral / active EE | $4,986 | $3,972+25.5% | $4,953+0.7% | $4,212+18.4% |
| Admin fee / account holder | $31,305 | $10,091+210.2% | $11,989+161.1% | $7,344+326.3% |