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 | $180,573 | $106,515+69.5% | $96,683+86.8% | $139,434+29.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.49% | 38.43%-33.9pp | 35.69%-31.2pp | 372.94%-368.5pp |
| Employer contribution / active EE | $3,599 | $4,103-12.3% | $3,737-3.7% | $4,751-24.3% |
| Participant deferral / active EE | $14,505 | $5,454+166.0% | $4,878+197.3% | $6,710+116.2% |
| Admin fee / account holder | $3,231 | $7,877-59.0% | $6,730-52.0% | $11,403-71.7% |