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 | $54,725 | $177,572-69.2% | $154,803-64.6% | $142,382-61.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.04% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,801 | $4,810-62.6% | $4,305-58.2% | $4,299-58.1% |
| Participant deferral / active EE | $5,300 | $6,272-15.5% | $5,540-4.3% | $6,507-18.6% |
| Admin fee / account holder | $442 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |