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 | $62,449 | $96,557-35.3% | $80,975-22.9% | $273,961-77.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.62% | 15.14%-12.5pp | 17.10%-14.5pp | 41.45%-38.8pp |
| Employer contribution / active EE | $6,019 | $4,868+23.6% | $3,714+62.0% | $4,869+23.6% |
| Participant deferral / active EE | $4,941 | $6,598-25.1% | $5,696-13.3% | $5,287-6.5% |
| Admin fee / account holder | $25,455 | $7,492+239.8% | $5,516+361.5% | $10,132+151.2% |