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 | $93,099 | $228,332-59.2% | $185,823-49.9% | $158,922-41.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.44% | 40.80%-39.4pp | 35.95%-34.5pp | 302.83%-301.4pp |
| Employer contribution / active EE | $3,201 | $4,967-35.5% | $4,087-21.7% | $4,761-32.8% |
| Participant deferral / active EE | $5,340 | $6,415-16.7% | $5,632-5.2% | $5,982-10.7% |
| Admin fee / account holder | $891 | $11,864-92.5% | $9,500-90.6% | $11,246-92.1% |