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 | $59,723 | $183,592-67.5% | $155,567-61.6% | $145,959-59.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.72% | 61.24%-54.5pp | 64.74%-58.0pp | 561.95%-555.2pp |
| Employer contribution / active EE | $2,315 | $5,315-56.5% | $4,674-50.5% | $4,661-50.3% |
| Participant deferral / active EE | $6,791 | $6,464+5.1% | $5,628+20.7% | $6,689+1.5% |
| Admin fee / account holder | $24,143 | $19,318+25.0% | $15,916+51.7% | $13,398+80.2% |