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 | $71,882 | $48,364+48.6% | $71,796+0.1% | $62,891+14.3% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.73% | 13.16%-10.4pp | 78.04%-75.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $4,703 | $1,042+351.4% | $1,924+144.4% | $2,281+106.2% |
| Participant deferral / active EE | $3,864 | $2,091+84.8% | $2,794+38.3% | $3,203+20.6% |
| Admin fee / account holder | $1,935 | $3,771-48.7% | $4,815-59.8% | $4,296-55.0% |