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 | $65,638 | $106,515-38.4% | $96,683-32.1% | $139,434-52.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.73% | 38.43%-27.7pp | 35.69%-25.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,064 | $4,103-74.1% | $3,737-71.5% | $4,751-77.6% |
| Participant deferral / active EE | $3,197 | $5,454-41.4% | $4,878-34.5% | $6,710-52.4% |
| Admin fee / account holder | $6,158 | $7,877-21.8% | $6,730-8.5% | $11,403-46.0% |