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 | $83,045 | $154,228-46.2% | $145,433-42.9% | $137,256-39.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.09% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $13,387 | $4,804+178.7% | $4,554+193.9% | $4,156+222.1% |
| Participant deferral / active EE | $7,921 | $8,216-3.6% | $7,897+0.3% | $6,407+23.6% |
| Admin fee / account holder | $11,615 | $14,344-19.0% | $13,129-11.5% | $12,270-5.3% |