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 | $77,526 | $97,744-20.7% | $103,476-25.1% | $145,922-46.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 3.31% | 25.41%-22.1pp | 23.90%-20.6pp | 561.29%-558.0pp |
| Employer contribution / active EE | $1,778 | $4,677-62.0% | $4,672-61.9% | $4,660-61.8% |
| Participant deferral / active EE | $2,452 | $6,603-62.9% | $6,623-63.0% | $6,688-63.3% |
| Admin fee / account holder | $119,258 | $12,515+852.9% | $9,413+1167.0% | $13,397+790.2% |