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 | $83,162 | $154,117-46.0% | $129,995-36.0% | $139,434-40.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.93% | 32.48%-25.5pp | -137.18%+144.1pp | 372.94%-366.0pp |
| Employer contribution / active EE | $6,716 | $5,289+27.0% | $4,320+55.5% | $4,751+41.4% |
| Participant deferral / active EE | $10,000 | $6,710+49.0% | $5,820+71.8% | $6,710+49.0% |
| Admin fee / account holder | $1,591 | $14,007-88.6% | $10,614-85.0% | $11,403-86.0% |