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 | $67,863 | $99,341-31.7% | $84,750-19.9% | $273,961-75.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.74% | 22.93%-21.2pp | 22.78%-21.0pp | 41.45%-39.7pp |
| Employer contribution / active EE | $4,258 | $4,214+1.0% | $3,574+19.1% | $4,869-12.6% |
| Participant deferral / active EE | $9,897 | $4,269+131.8% | $3,712+166.6% | $5,287+87.2% |
| Admin fee / account holder | $6,429 | $6,644-3.2% | $5,332+20.6% | $10,132-36.6% |