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 | $93,556 | $106,515-12.2% | $96,683-3.2% | $139,434-32.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.68% | 38.43%-32.7pp | 35.69%-30.0pp | 372.94%-367.3pp |
| Employer contribution / active EE | $2,267 | $4,103-44.7% | $3,737-39.3% | $4,751-52.3% |
| Participant deferral / active EE | $2,208 | $5,454-59.5% | $4,878-54.7% | $6,710-67.1% |
| Admin fee / account holder | $19,209 | $7,877+143.9% | $6,730+185.4% | $11,403+68.5% |