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 | $80,791 | $175,202-53.9% | $149,673-46.0% | $139,434-42.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.31% | 166.71%-161.4pp | 134.42%-129.1pp | 372.94%-367.6pp |
| Employer contribution / active EE | $6,692 | $5,474+22.2% | $4,818+38.9% | $4,751+40.9% |
| Participant deferral / active EE | $11,667 | $6,519+79.0% | $5,680+105.4% | $6,710+73.9% |
| Admin fee / account holder | $4,206 | $16,150-74.0% | $13,210-68.2% | $11,403-63.1% |