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 | $62,497 | $35,183+77.6% | $73,545-15.0% | $70,131-10.9% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 9.68% | 26.90%-17.2pp | -15.16%+24.8pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,648 | $709+132.5% | $1,219+35.2% | $2,342-29.7% |
| Participant deferral / active EE | $3,394 | $1,220+178.2% | $1,806+87.9% | $3,332+1.9% |
| Admin fee / account holder | $336 | $2,302-85.4% | $2,320-85.5% | $4,645-92.8% |