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 | $55,947 | $54,705+2.3% | $71,209-21.4% | $84,808-34.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 7.33% | 35.90%-28.6pp | 282.51%-275.2pp | 40.90%-33.6pp |
| Employer contribution / active EE | $3,847 | $2,158+78.3% | $2,721+41.4% | $2,631+46.2% |
| Participant deferral / active EE | $4,674 | $3,030+54.2% | $4,175+11.9% | $4,212+11.0% |
| Admin fee / account holder | $645 | $4,863-86.7% | $5,349-88.0% | $7,344-91.2% |