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 | $88,603 | $172,111-48.5% | $150,298-41.0% | $137,256-35.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.09% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,507 | $4,636-67.5% | $4,154-63.7% | $4,156-63.7% |
| Participant deferral / active EE | $3,045 | $6,166-50.6% | $5,453-44.1% | $6,407-52.5% |
| Admin fee / account holder | $4,840 | $16,471-70.6% | $14,116-65.7% | $12,270-60.6% |