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 | $91,723 | $45,035+103.7% | $62,995+45.6% | $70,131+30.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.29% | 18.76%-9.5pp | 87.57%-78.3pp | 73.14%-63.9pp |
| Employer contribution / active EE | $3,100 | $2,051+51.1% | $2,759+12.4% | $2,342+32.4% |
| Participant deferral / active EE | $2,135 | $2,465-13.4% | $3,329-35.9% | $3,332-35.9% |
| Admin fee / account holder | $14,038 | $2,834+395.3% | $3,600+289.9% | $4,645+202.2% |