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 | $82,625 | $179,726-54.0% | $156,263-47.1% | $142,382-42.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.95% | 77.86%-67.9pp | 59.47%-49.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,209 | $5,069-76.2% | $4,333-72.1% | $4,299-71.9% |
| Participant deferral / active EE | $11,578 | $6,956+66.4% | $6,158+88.0% | $6,507+77.9% |
| Admin fee / account holder | $469 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |