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 | $83,364 | $183,519-54.6% | $155,509-46.4% | $145,922-42.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.21% | 61.17%-55.0pp | 64.67%-58.5pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,510 | $5,313-71.6% | $4,672-67.7% | $4,660-67.6% |
| Participant deferral / active EE | $6,433 | $6,462-0.5% | $5,626+14.3% | $6,688-3.8% |
| Admin fee / account holder | $34,113 | $19,313+76.6% | $15,912+114.4% | $13,397+154.6% |