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 | $83,795 | $94,625-11.4% | $116,228-27.9% | $84,808-1.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 10.42% | 20.40%-10.0pp | 90.06%-79.6pp | 40.90%-30.5pp |
| Employer contribution / active EE | $9,353 | $2,347+298.6% | $2,994+212.3% | $2,631+255.5% |
| Participant deferral / active EE | $2,639 | $3,972-33.6% | $4,953-46.7% | $4,212-37.3% |
| Admin fee / account holder | $10,269 | $10,091+1.8% | $11,989-14.3% | $7,344+39.8% |