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 | $52,489 | $108,912-51.8% | $100,383-47.7% | $145,959-64.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.15% | 57.96%-54.8pp | 49.26%-46.1pp | 561.95%-558.8pp |
| Employer contribution / active EE | $8,745 | $4,423+97.7% | $3,944+121.7% | $4,661+87.6% |
| Participant deferral / active EE | $9,453 | $8,451+11.9% | $8,086+16.9% | $6,689+41.3% |
| Admin fee / account holder | $3,083 | $9,690-68.2% | $7,900-61.0% | $13,398-77.0% |