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 | $63,005 | $82,523-23.7% | $115,752-45.6% | $70,131-10.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 9.84% | 28.22%-18.4pp | 19.41%-9.6pp | 73.14%-63.3pp |
| Employer contribution / active EE | $3,765 | $2,758+36.5% | $3,492+7.8% | $2,342+60.7% |
| Participant deferral / active EE | $1,677 | $4,062-58.7% | $5,204-67.8% | $3,332-49.7% |
| Admin fee / account holder | $6,605 | $4,552+45.1% | $6,278+5.2% | $4,645+42.2% |