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 | $81,083 | $149,679-45.8% | $117,039-30.7% | $147,584-45.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 0.96% | 19.31%-18.4pp | 18.95%-18.0pp | 578.55%-577.6pp |
| Employer contribution / active EE | $2,388 | $4,937-51.6% | $3,785-36.9% | $4,876-51.0% |
| Participant deferral / active EE | $12,000 | $4,912+144.3% | $3,929+205.4% | $5,439+120.6% |
| Admin fee / account holder | $12,500 | $7,856+59.1% | $5,974+109.2% | $10,885+14.8% |