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 | $74,845 | $87,733-14.7% | $106,548-29.8% | $85,850-12.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.60% | 21.86%-11.3pp | 26.80%-16.2pp | 318.53%-307.9pp |
| Employer contribution / active EE | $3,661 | $2,073+76.6% | $2,819+29.9% | $2,565+42.7% |
| Participant deferral / active EE | $2,407 | $3,469-30.6% | $4,398-45.3% | $3,952-39.1% |
| Admin fee / account holder | $9,392 | $6,767+38.8% | $7,407+26.8% | $6,260+50.0% |