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 | $85,787 | $100,970-15.0% | $96,576-11.2% | $137,256-37.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.76% | 38.16%-26.4pp | 38.47%-26.7pp | 220.34%-208.6pp |
| Employer contribution / active EE | $5,012 | $3,809+31.6% | $3,553+41.1% | $4,156+20.6% |
| Participant deferral / active EE | $10,897 | $8,286+31.5% | $7,956+37.0% | $6,407+70.1% |
| Admin fee / account holder | $949 | $11,312-91.6% | $11,381-91.7% | $12,270-92.3% |