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 | $47,592 | $62,573-23.9% | $85,682-44.5% | $85,850-44.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 10.72% | 23.77%-13.0pp | 21.49%-10.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $5,737 | $1,757+226.5% | $2,618+119.1% | $2,565+123.6% |
| Participant deferral / active EE | $1,231 | $2,802-56.1% | $3,923-68.6% | $3,952-68.9% |
| Admin fee / account holder | $6,163 | $4,640+32.8% | $6,873-10.3% | $6,260-1.5% |