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 | $68,614 | $84,233-18.5% | $170,442-59.7% | $70,131-2.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.87% | 23.06%-12.2pp | 205.93%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $3,886 | $3,387+14.7% | $5,433-28.5% | $2,342+65.9% |
| Participant deferral / active EE | $4,362 | $3,086+41.4% | $4,939-11.7% | $3,332+30.9% |
| Admin fee / account holder | $2,347 | $5,698-58.8% | $13,880-83.1% | $4,645-49.5% |