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 | $72,692 | $94,338-22.9% | $100,534-27.7% | $142,382-48.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 9.16% | 29.20%-20.0pp | 32.66%-23.5pp | 217.08%-207.9pp |
| Employer contribution / active EE | $1,849 | $4,237-56.4% | $4,346-57.5% | $4,299-57.0% |
| Participant deferral / active EE | $3,017 | $5,934-49.2% | $6,144-50.9% | $6,507-53.6% |
| Admin fee / account holder | $12,805 | $8,421+52.1% | $7,654+67.3% | $12,624+1.4% |