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 | $45,141 | $94,625-52.3% | $116,228-61.2% | $84,808-46.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 9.44% | 20.40%-11.0pp | 90.06%-80.6pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,842 | $2,347-21.5% | $2,994-38.5% | $2,631-30.0% |
| Participant deferral / active EE | $2,442 | $3,972-38.5% | $4,953-50.7% | $4,212-42.0% |
| Admin fee / account holder | $30,696 | $10,091+204.2% | $11,989+156.0% | $7,344+318.0% |