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 | $83,123 | $98,240-15.4% | $82,313+1.0% | $147,584-43.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.77% | 30.85%-23.1pp | 25.88%-18.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $2,463 | $3,192-22.8% | $2,428+1.4% | $4,876-49.5% |
| Participant deferral / active EE | $5,120 | $4,383+16.8% | $3,706+38.1% | $5,439-5.9% |
| Admin fee / account holder | $2,609 | $8,563-69.5% | $5,608-53.5% | $10,885-76.0% |