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 | $64,630 | $116,875-44.7% | $146,762-56.0% | $116,875-44.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 81.7%+18.3pp | 74.5%+25.5pp |
| Annual return | 11.76% | 16.29%-4.5pp | -2.96%+14.7pp | 16.29%-4.5pp |
| Employer contribution / active EE | $4,412 | $3,288+34.2% | $3,453+27.8% | $3,288+34.2% |
| Participant deferral / active EE | $4,379 | $3,885+12.7% | $3,550+23.4% | $3,885+12.7% |
| Admin fee / account holder | $12,148 | $12,263-0.9% | $14,221-14.6% | $12,263-0.9% |