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 | $96,862 | $98,240-1.4% | $82,313+17.7% | $147,584-34.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 2.87% | 30.85%-28.0pp | 25.88%-23.0pp | 578.55%-575.7pp |
| Employer contribution / active EE | $866 | $3,192-72.9% | $2,428-64.4% | $4,876-82.2% |
| Participant deferral / active EE | $2,741 | $4,383-37.5% | $3,706-26.0% | $5,439-49.6% |
| Admin fee / account holder | $2,463 | $8,563-71.2% | $5,608-56.1% | $10,885-77.4% |