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 | $61,155 | $62,573-2.3% | $85,682-28.6% | $85,850-28.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 10.05% | 23.77%-13.7pp | 21.49%-11.4pp | 318.53%-308.5pp |
| Employer contribution / active EE | $2,083 | $1,757+18.6% | $2,618-20.5% | $2,565-18.8% |
| Participant deferral / active EE | $5,294 | $2,802+88.9% | $3,923+35.0% | $3,952+34.0% |
| Admin fee / account holder | $7,301 | $4,640+57.3% | $6,873+6.2% | $6,260+16.6% |