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 | $77,930 | $56,897+37.0% | $84,750-8.0% | $62,891+23.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.43% | 6.30%-2.9pp | 22.78%-19.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $3,277 | $2,400+36.5% | $3,574-8.3% | $2,281+43.7% |
| Participant deferral / active EE | $2,348 | $2,709-13.3% | $3,712-36.7% | $3,203-26.7% |
| Admin fee / account holder | $7,733 | $3,581+115.9% | $5,332+45.0% | $4,296+80.0% |