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 | $83,366 | $105,859-21.2% | $90,160-7.5% | $147,584-43.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.36% | 37.63%-29.3pp | 34.88%-26.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $4,036 | $4,126-2.2% | $3,318+21.7% | $4,876-17.2% |
| Participant deferral / active EE | $8,389 | $5,733+46.3% | $5,288+58.7% | $5,439+54.3% |
| Admin fee / account holder | $27,599 | $8,046+243.0% | $5,943+364.4% | $10,885+153.5% |