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 | $82,467 | $89,753-8.1% | $107,525-23.3% | $84,808-2.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.66% | 29.48%-20.8pp | 181.32%-172.7pp | 40.90%-32.2pp |
| Employer contribution / active EE | $2,283 | $3,113-26.7% | $3,754-39.2% | $2,631-13.2% |
| Participant deferral / active EE | $2,312 | $4,056-43.0% | $5,116-54.8% | $4,212-45.1% |
| Admin fee / account holder | $33,469 | $7,222+363.4% | $8,919+275.3% | $7,344+355.7% |