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 | $93,170-33.4% | $100,534-38.3% | $84,808-26.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 11.84% | 47.13%-35.3pp | 32.66%-20.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $3,992 | $3,985+0.2% | $4,346-8.1% | $2,631+51.7% |
| Participant deferral / active EE | $8,633 | $5,699+51.5% | $6,144+40.5% | $4,212+105.0% |
| Admin fee / account holder | $31,535 | $7,382+327.2% | $7,654+312.0% | $7,344+329.4% |