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 | $38,944 | $45,073-13.6% | $69,455-43.9% | $72,985-46.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.58% | 22.65%-19.1pp | 28.97%-25.4pp | 81.00%-77.4pp |
| Employer contribution / active EE | $3,363 | $2,054+63.7% | $2,779+21.0% | $2,440+37.8% |
| Participant deferral / active EE | $4,551 | $2,602+74.9% | $3,535+28.7% | $3,607+26.2% |
| Admin fee / account holder | $11,164 | $3,056+265.4% | $3,839+190.8% | $5,124+117.9% |