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 | $71,156 | $99,341-28.4% | $84,750-16.0% | $273,961-74.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.12% | 22.93%-21.8pp | 22.78%-21.7pp | 41.45%-40.3pp |
| Employer contribution / active EE | $6,033 | $4,214+43.2% | $3,574+68.8% | $4,869+23.9% |
| Participant deferral / active EE | $4,262 | $4,269-0.2% | $3,712+14.8% | $5,287-19.4% |
| Admin fee / account holder | $2,083 | $6,644-68.6% | $5,332-60.9% | $10,132-79.4% |