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 | $101,140 | $152,460-33.7% | $118,746-14.8% | $147,584-31.5% |
| Participation rate | 84.6% | 82.3%+2.4pp | 78.3%+6.3pp | 82.8%+1.8pp |
| Annual return | 4.01% | 17.41%-13.4pp | 24.54%-20.5pp | 578.55%-574.5pp |
| Employer contribution / active EE | $2,130 | $5,046-57.8% | $4,193-49.2% | $4,876-56.3% |
| Participant deferral / active EE | $5,729 | $6,212-7.8% | $5,332+7.4% | $5,439+5.3% |
| Admin fee / account holder | $1,854 | $16,953-89.1% | $10,720-82.7% | $10,885-83.0% |