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 | $75,477 | $45,073+67.5% | $69,455+8.7% | $72,985+3.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 2.75% | 22.65%-19.9pp | 28.97%-26.2pp | 81.00%-78.3pp |
| Employer contribution / active EE | $6,945 | $2,054+238.1% | $2,779+149.9% | $2,440+184.6% |
| Participant deferral / active EE | $7,231 | $2,602+177.9% | $3,535+104.5% | $3,607+100.4% |
| Admin fee / account holder | $22,260 | $3,056+628.5% | $3,839+479.8% | $5,124+334.4% |