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 | $77,545 | $109,881-29.4% | $150,045-48.3% | $84,808-8.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.71% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,577 | $3,561+0.4% | $4,693-23.8% | $2,631+35.9% |
| Participant deferral / active EE | $8,051 | $6,636+21.3% | $7,997+0.7% | $4,212+91.2% |
| Admin fee / account holder | $15,025 | $8,568+75.4% | $13,435+11.8% | $7,344+104.6% |