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 | $55,267 | $84,233-34.4% | $170,442-67.6% | $70,131-21.2% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 10.97% | 23.06%-12.1pp | 205.93%-195.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $2,992 | $3,387-11.7% | $5,433-44.9% | $2,342+27.7% |
| Participant deferral / active EE | $3,394 | $3,086+10.0% | $4,939-31.3% | $3,332+1.9% |
| Admin fee / account holder | $1,383 | $5,698-75.7% | $13,880-90.0% | $4,645-70.2% |