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 | $70,396 | $85,766-17.9% | $136,294-48.3% | $70,131+0.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.91% | 31.45%-18.5pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $8,640 | $2,966+191.3% | $4,695+84.0% | $2,342+268.9% |
| Participant deferral / active EE | $4,342 | $5,051-14.0% | $6,247-30.5% | $3,332+30.3% |
| Admin fee / account holder | $6,382 | $5,420+17.7% | $9,243-31.0% | $4,645+37.4% |