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 | $36,649 | $161,352-77.3% | $134,172-72.7% | $137,256-73.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 0.49% | 28.72%-28.2pp | 25.30%-24.8pp | 220.34%-219.8pp |
| Employer contribution / active EE | $2,113 | $4,099-48.4% | $3,420-38.2% | $4,156-49.2% |
| Participant deferral / active EE | $21,747 | $5,552+291.7% | $4,690+363.6% | $6,407+239.4% |
| Admin fee / account holder | $169,723 | $15,028+1029.4% | $12,016+1312.5% | $12,270+1283.2% |