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 | $85,095 | $185,822-54.2% | $169,993-49.9% | $139,434-39.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 3.72% | 60.50%-56.8pp | 53.37%-49.7pp | 372.94%-369.2pp |
| Employer contribution / active EE | $7,500 | $7,590-1.2% | $6,785+10.5% | $4,751+57.9% |
| Participant deferral / active EE | $3,141 | $11,622-73.0% | $10,408-69.8% | $6,710-53.2% |
| Admin fee / account holder | $700 | $15,381-95.5% | $12,815-94.5% | $11,403-93.9% |