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 | $72,880 | $185,822-60.8% | $169,993-57.1% | $139,434-47.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.84% | 60.50%-54.7pp | 53.37%-47.5pp | 372.94%-367.1pp |
| Employer contribution / active EE | $2,848 | $7,590-62.5% | $6,785-58.0% | $4,751-40.0% |
| Participant deferral / active EE | $5,380 | $11,622-53.7% | $10,408-48.3% | $6,710-19.8% |
| Admin fee / account holder | $28,193 | $15,381+83.3% | $12,815+120.0% | $11,403+147.3% |