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 | $83,847 | $54,762+53.1% | $90,281-7.1% | $72,985+14.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 1.07% | 30.63%-29.6pp | 78.10%-77.0pp | 81.00%-79.9pp |
| Employer contribution / active EE | $2,973 | $2,092+42.1% | $2,854+4.2% | $2,440+21.9% |
| Participant deferral / active EE | $4,594 | $2,887+59.1% | $3,885+18.2% | $3,607+27.3% |
| Admin fee / account holder | $4,496 | $3,972+13.2% | $5,351-16.0% | $5,124-12.3% |