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 | $67,893 | $124,281-45.4% | $109,143-37.8% | $167,490-59.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.83% | 26.04%-17.2pp | 25.75%-16.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $11,633 | $4,207+176.5% | $3,722+212.5% | $4,837+140.5% |
| Participant deferral / active EE | $6,163 | $5,255+17.3% | $4,653+32.4% | $6,341-2.8% |
| Admin fee / account holder | $612 | $7,970-92.3% | $6,752-90.9% | $12,309-95.0% |