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 | $102,838 | $71,050+44.7% | $93,606+9.9% | $80,856+27.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.97% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,604 | $1,564+2.6% | $2,420-33.7% | $2,755-41.8% |
| Participant deferral / active EE | $3,421 | $4,034-15.2% | $4,411-22.5% | $4,296-20.4% |
| Admin fee / account holder | $1,705 | $6,945-75.5% | $8,285-79.4% | $6,918-75.4% |