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 | $66,668 | $77,899-14.4% | $149,673-55.5% | $75,163-11.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.30% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,151 | $3,137+0.4% | $4,818-34.6% | $2,670+18.0% |
| Participant deferral / active EE | $6,214 | $3,411+82.2% | $5,680+9.4% | $4,125+50.6% |
| Admin fee / account holder | $1,720 | $5,956-71.1% | $13,210-87.0% | $5,651-69.6% |