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 | $64,429 | $85,766-24.9% | $136,294-52.7% | $70,131-8.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.20% | 31.45%-20.3pp | 5155.94%-5144.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $3,129 | $2,966+5.5% | $4,695-33.4% | $2,342+33.6% |
| Participant deferral / active EE | $6,009 | $5,051+19.0% | $6,247-3.8% | $3,332+80.4% |
| Admin fee / account holder | $1,356 | $5,420-75.0% | $9,243-85.3% | $4,645-70.8% |