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 | $80,552 | $45,035+78.9% | $62,995+27.9% | $70,131+14.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.44% | 18.76%-8.3pp | 87.57%-77.1pp | 73.14%-62.7pp |
| Employer contribution / active EE | $879 | $2,051-57.1% | $2,759-68.1% | $2,342-62.5% |
| Participant deferral / active EE | $2,427 | $2,465-1.5% | $3,329-27.1% | $3,332-27.2% |
| Admin fee / account holder | $6,107 | $2,834+115.5% | $3,600+69.6% | $4,645+31.5% |