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 | $36,669 | $209,336-82.5% | $197,124-81.4% | $137,256-73.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.74% | 48.09%-40.3pp | 44.34%-36.6pp | 220.34%-212.6pp |
| Employer contribution / active EE | $6,181 | $6,591-6.2% | $6,227-0.7% | $4,156+48.7% |
| Participant deferral / active EE | $3,326 | $9,614-65.4% | $9,135-63.6% | $6,407-48.1% |
| Admin fee / account holder | $10,038 | $17,308-42.0% | $16,298-38.4% | $12,270-18.2% |