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 | $69,109 | $91,019-24.1% | $392,568-82.4% | $72,985-5.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 8.16% | 20.00%-11.8pp | 24.42%-16.3pp | 81.00%-72.8pp |
| Employer contribution / active EE | $2,652 | $2,751-3.6% | $3,783-29.9% | $2,440+8.7% |
| Participant deferral / active EE | $2,886 | $4,570-36.9% | $5,985-51.8% | $3,607-20.0% |
| Admin fee / account holder | $8,700 | $4,895+77.7% | $6,260+39.0% | $5,124+69.8% |