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 | $62,612 | $62,573+0.1% | $85,682-26.9% | $85,850-27.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 10.88% | 23.77%-12.9pp | 21.49%-10.6pp | 318.53%-307.7pp |
| Employer contribution / active EE | $7,083 | $1,757+303.2% | $2,618+170.5% | $2,565+176.1% |
| Participant deferral / active EE | $1,939 | $2,802-30.8% | $3,923-50.6% | $3,952-50.9% |
| Admin fee / account holder | $1,212 | $4,640-73.9% | $6,873-82.4% | $6,260-80.6% |