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 | $54,863 | $67,606-18.8% | $82,313-33.3% | $70,131-21.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.69% | 21.57%-9.9pp | 25.88%-14.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,013 | $1,755+14.7% | $2,428-17.1% | $2,342-14.0% |
| Participant deferral / active EE | $3,360 | $2,987+12.5% | $3,706-9.3% | $3,332+0.8% |
| Admin fee / account holder | $22,502 | $4,512+398.7% | $5,608+301.3% | $4,645+384.4% |