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 | $64,525 | $77,164-16.4% | $178,014-63.8% | $80,874-20.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.12% | 18.09%-8.0pp | 294.80%-284.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $2,034 | $2,288-11.1% | $3,950-48.5% | $2,756-26.2% |
| Participant deferral / active EE | $2,822 | $4,408-36.0% | $6,276-55.0% | $4,297-34.3% |
| Admin fee / account holder | $1,919 | $7,164-73.2% | $10,362-81.5% | $6,935-72.3% |