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 | $95,264 | $98,240-3.0% | $82,313+15.7% | $147,584-35.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.84% | 30.85%-25.0pp | 25.88%-20.0pp | 578.55%-572.7pp |
| Employer contribution / active EE | $686 | $3,192-78.5% | $2,428-71.8% | $4,876-85.9% |
| Participant deferral / active EE | $10,036 | $4,383+129.0% | $3,706+170.8% | $5,439+84.5% |
| Admin fee / account holder | $13,017 | $8,563+52.0% | $5,608+132.1% | $10,885+19.6% |