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 | $82,226 | $214,378-61.6% | $200,582-59.0% | $142,382-42.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.50% | 46.41%-39.9pp | 42.33%-35.8pp | 217.08%-210.6pp |
| Employer contribution / active EE | $7,354 | $6,841+7.5% | $6,419+14.6% | $4,299+71.1% |
| Participant deferral / active EE | $9,955 | $9,865+0.9% | $9,331+6.7% | $6,507+53.0% |
| Admin fee / account holder | $104,852 | $17,692+492.7% | $16,305+543.1% | $12,624+730.6% |