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 | $66,244 | $78,422-15.5% | $95,952-31.0% | $79,858-17.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.61% | 19.37%-10.8pp | 91.61%-83.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $8,190 | $1,945+321.1% | $2,541+222.3% | $2,471+231.5% |
| Participant deferral / active EE | $3,314 | $3,440-3.7% | $4,167-20.5% | $3,740-11.4% |
| Admin fee / account holder | $3,944 | $5,622-29.9% | $6,795-42.0% | $5,306-25.7% |