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 | $34,056 | $84,233-59.6% | $170,442-80.0% | $70,131-51.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.48% | 23.06%-17.6pp | 205.93%-200.4pp | 73.14%-67.7pp |
| Employer contribution / active EE | $3,619 | $3,387+6.8% | $5,433-33.4% | $2,342+54.5% |
| Participant deferral / active EE | $4,002 | $3,086+29.7% | $4,939-19.0% | $3,332+20.1% |
| Admin fee / account holder | $333 | $5,698-94.2% | $13,880-97.6% | $4,645-92.8% |