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 | $69,457 | $78,520-11.5% | $96,576-28.1% | $82,448-15.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 11.66% | 41.30%-29.6pp | 38.47%-26.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $6,243 | $2,630+137.4% | $3,553+75.7% | $2,551+144.7% |
| Participant deferral / active EE | $4,798 | $6,754-29.0% | $7,956-39.7% | $4,139+15.9% |
| Admin fee / account holder | $9,799 | $13,455-27.2% | $11,381-13.9% | $7,234+35.5% |