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 | $77,245 | $89,753-13.9% | $107,525-28.2% | $84,808-8.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 3.64% | 29.48%-25.8pp | 181.32%-177.7pp | 40.90%-37.3pp |
| Employer contribution / active EE | $6,448 | $3,113+107.1% | $3,754+71.8% | $2,631+145.1% |
| Participant deferral / active EE | $4,257 | $4,056+4.9% | $5,116-16.8% | $4,212+1.1% |
| Admin fee / account holder | $22,910 | $7,222+217.2% | $8,919+156.9% | $7,344+212.0% |