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 | $60,703 | $112,881-46.2% | $90,951-33.3% | $158,922-61.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.50% | 215.79%-212.3pp | 134.60%-131.1pp | 302.83%-299.3pp |
| Employer contribution / active EE | $2,521 | $2,893-12.9% | $2,122+18.8% | $4,761-47.1% |
| Participant deferral / active EE | $3,411 | $4,128-17.4% | $3,373+1.1% | $5,982-43.0% |
| Admin fee / account holder | $1,608 | $8,041-80.0% | $5,959-73.0% | $11,246-85.7% |