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 | $94,017 | $87,135+7.9% | $206,214-54.4% | $116,875-19.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.4%+17.6pp | 74.5%+25.5pp |
| Annual return | 10.45% | 22.51%-12.1pp | -1.60%+12.0pp | 16.29%-5.8pp |
| Employer contribution / active EE | $5,470 | $3,046+79.6% | $5,967-8.3% | $3,288+66.4% |
| Participant deferral / active EE | $4,652 | $3,898+19.3% | $4,649+0.1% | $3,885+19.7% |
| Admin fee / account holder | $2,244 | $8,630-74.0% | $13,671-83.6% | $12,263-81.7% |