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 | $85,164 | $177,572-52.0% | $154,803-45.0% | $142,382-40.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.14% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,954 | $4,810-59.4% | $4,305-54.6% | $4,299-54.5% |
| Participant deferral / active EE | $9,379 | $6,272+49.5% | $5,540+69.3% | $6,507+44.1% |
| Admin fee / account holder | $1,238 | $16,786-92.6% | $14,329-91.4% | $12,624-90.2% |