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 | $65,280 | $163,101-60.0% | $136,749-52.3% | $142,382-54.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 4.27% | 27.54%-23.3pp | 24.33%-20.1pp | 217.08%-212.8pp |
| Employer contribution / active EE | $4,117 | $4,1170% | $3,400+21.1% | $4,299-4.2% |
| Participant deferral / active EE | $4,978 | $5,585-10.9% | $4,692+6.1% | $6,507-23.5% |
| Admin fee / account holder | $7,425 | $14,318-48.1% | $11,386-34.8% | $12,624-41.2% |