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 | $72,256 | $177,572-59.3% | $154,803-53.3% | $142,382-49.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.35% | 65.07%-63.7pp | 58.88%-57.5pp | 217.08%-215.7pp |
| Employer contribution / active EE | $2,217 | $4,810-53.9% | $4,305-48.5% | $4,299-48.4% |
| Participant deferral / active EE | $4,001 | $6,272-36.2% | $5,540-27.8% | $6,507-38.5% |
| Admin fee / account holder | $1,533 | $16,786-90.9% | $14,329-89.3% | $12,624-87.9% |