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 | $45,292 | $45,035+0.6% | $62,995-28.1% | $70,131-35.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.05% | 18.76%-7.7pp | 87.57%-76.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $5,373 | $2,051+161.9% | $2,759+94.8% | $2,342+129.4% |
| Participant deferral / active EE | $6,380 | $2,465+158.9% | $3,329+91.6% | $3,332+91.5% |
| Admin fee / account holder | $6,794 | $2,834+139.7% | $3,600+88.7% | $4,645+46.2% |