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 | $98,337 | $185,822-47.1% | $169,993-42.2% | $139,434-29.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.82% | 60.50%-51.7pp | 53.37%-44.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $17,275 | $7,590+127.6% | $6,785+154.6% | $4,751+263.6% |
| Participant deferral / active EE | $15,919 | $11,622+37.0% | $10,408+53.0% | $6,710+137.2% |
| Admin fee / account holder | $13,266 | $15,381-13.7% | $12,815+3.5% | $11,403+16.3% |