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 | $21,376 | $99,341-78.5% | $84,750-74.8% | $273,961-92.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.83% | 22.93%-21.1pp | 22.78%-20.9pp | 41.45%-39.6pp |
| Employer contribution / active EE | $7,305 | $4,214+73.4% | $3,574+104.4% | $4,869+50.0% |
| Participant deferral / active EE | $1,170 | $4,269-72.6% | $3,712-68.5% | $5,287-77.9% |
| Admin fee / account holder | $6,486 | $6,644-2.4% | $5,332+21.6% | $10,132-36.0% |