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 | $32,404 | $107,452-69.8% | $91,541-64.6% | $142,382-77.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.73% | 22.06%-15.3pp | 20.50%-13.8pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,694 | $2,994-10.0% | $2,505+7.6% | $4,299-37.3% |
| Participant deferral / active EE | $8,597 | $4,754+80.8% | $4,008+114.5% | $6,507+32.1% |
| Admin fee / account holder | $95,979 | $8,834+986.4% | $6,956+1279.7% | $12,624+660.3% |