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 | $65,582 | $77,899-15.8% | $149,673-56.2% | $75,163-12.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.54% | 31.72%-23.2pp | 134.42%-125.9pp | 160.62%-152.1pp |
| Employer contribution / active EE | $2,878 | $3,137-8.3% | $4,818-40.3% | $2,670+7.8% |
| Participant deferral / active EE | $6,392 | $3,411+87.4% | $5,680+12.5% | $4,125+55.0% |
| Admin fee / account holder | $5,535 | $5,956-7.1% | $13,210-58.1% | $5,651-2.0% |