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 | $39,254 | $62,573-37.3% | $85,682-54.2% | $85,850-54.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 9.15% | 23.77%-14.6pp | 21.49%-12.3pp | 318.53%-309.4pp |
| Employer contribution / active EE | $2,082 | $1,757+18.5% | $2,618-20.5% | $2,565-18.8% |
| Participant deferral / active EE | $2,794 | $2,802-0.3% | $3,923-28.8% | $3,952-29.3% |
| Admin fee / account holder | $31,030 | $4,640+568.7% | $6,873+351.5% | $6,260+395.7% |