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 | $65,321 | $67,411-3.1% | $91,001-28.2% | $70,131-6.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 7.54% | -40.16%+47.7pp | 4.60%+2.9pp | 73.14%-65.6pp |
| Employer contribution / active EE | $3,737 | $1,786+109.3% | $2,456+52.2% | $2,342+59.5% |
| Participant deferral / active EE | $3,493 | $2,823+23.7% | $3,547-1.5% | $3,332+4.8% |
| Admin fee / account holder | $2,019 | $4,236-52.3% | $5,417-62.7% | $4,645-56.5% |