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 | $70,584 | $45,073+56.6% | $69,455+1.6% | $72,985-3.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.93% | 22.65%-17.7pp | 28.97%-24.0pp | 81.00%-76.1pp |
| Employer contribution / active EE | $3,993 | $2,054+94.4% | $2,779+43.7% | $2,440+63.7% |
| Participant deferral / active EE | $1,304 | $2,602-49.9% | $3,535-63.1% | $3,607-63.8% |
| Admin fee / account holder | $9,946 | $3,056+225.5% | $3,839+159.0% | $5,124+94.1% |