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 | $67,081 | $96,557-30.5% | $80,975-17.2% | $273,961-75.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.78% | 15.14%-13.4pp | 17.10%-15.3pp | 41.45%-39.7pp |
| Employer contribution / active EE | $11,745 | $4,868+141.3% | $3,714+216.2% | $4,869+141.2% |
| Participant deferral / active EE | $7,301 | $6,598+10.7% | $5,696+28.2% | $5,287+38.1% |
| Admin fee / account holder | $3,601 | $7,492-51.9% | $5,516-34.7% | $10,132-64.5% |