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 | $52,335 | $185,822-71.8% | $169,993-69.2% | $139,434-62.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.26% | 60.50%-51.2pp | 53.37%-44.1pp | 372.94%-363.7pp |
| Employer contribution / active EE | $5,132 | $7,590-32.4% | $6,785-24.4% | $4,751+8.0% |
| Participant deferral / active EE | $10,000 | $11,622-14.0% | $10,408-3.9% | $6,710+49.0% |
| Admin fee / account holder | $1,052 | $15,381-93.2% | $12,815-91.8% | $11,403-90.8% |