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 | $62,076 | $90,674-31.5% | $96,707-35.8% | $82,448-24.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 11.84% | 49.05%-37.2pp | 34.78%-22.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,992 | $3,975+0.4% | $4,191-4.7% | $2,551+56.5% |
| Participant deferral / active EE | $8,633 | $5,696+51.6% | $5,997+44.0% | $4,139+108.6% |
| Admin fee / account holder | $31,535 | $7,568+316.7% | $7,503+320.3% | $7,234+335.9% |