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 | $64,525 | $84,233-23.4% | $170,442-62.1% | $70,131-8.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.32% | 23.06%-13.7pp | 205.93%-196.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $3,197 | $3,387-5.6% | $5,433-41.2% | $2,342+36.5% |
| Participant deferral / active EE | $3,443 | $3,086+11.6% | $4,939-30.3% | $3,332+3.3% |
| Admin fee / account holder | $1,741 | $5,698-69.5% | $13,880-87.5% | $4,645-62.5% |