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 | $81,379 | $81,460-0.1% | $103,333-21.2% | $80,856+0.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.96% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $5,444 | $3,105+75.3% | $3,868+40.8% | $2,755+97.6% |
| Participant deferral / active EE | $3,405 | $3,869-12.0% | $5,057-32.7% | $4,296-20.7% |
| Admin fee / account holder | $23,729 | $6,566+261.4% | $8,355+184.0% | $6,918+243.0% |