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 | $95,707 | $85,022+12.6% | $70,515+35.7% | $139,434-31.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 2.90% | 30.38%-27.5pp | 32.77%-29.9pp | 372.94%-370.0pp |
| Employer contribution / active EE | $2,216 | $3,909-43.3% | $2,973-25.5% | $4,751-53.4% |
| Participant deferral / active EE | $5,156 | $5,890-12.5% | $4,567+12.9% | $6,710-23.2% |
| Admin fee / account holder | $2,455 | $8,906-72.4% | $6,412-61.7% | $11,403-78.5% |