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 6-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 | $103,089 | $95,803+7.6% | $113,168-8.9% | $84,808+21.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 11.14% | 25.00%-13.9pp | 24.27%-13.1pp | 40.90%-29.8pp |
| Employer contribution / active EE | $6,131 | $2,360+159.8% | $2,975+106.1% | $2,631+133.0% |
| Participant deferral / active EE | $3,199 | $4,242-24.6% | $5,107-37.4% | $4,212-24.1% |
| Admin fee / account holder | $6,374 | $8,989-29.1% | $12,068-47.2% | $7,344-13.2% |