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 | $74,540 | $84,233-11.5% | $170,442-56.3% | $70,131+6.3% |
| Participation rate | 98.0% | 70.8%+27.1pp | 83.6%+14.4pp | 69.5%+28.4pp |
| Annual return | 9.50% | 23.06%-13.6pp | 205.93%-196.4pp | 73.14%-63.6pp |
| Employer contribution / active EE | $7,106 | $3,387+109.8% | $5,433+30.8% | $2,342+203.4% |
| Participant deferral / active EE | $1,986 | $3,086-35.7% | $4,939-59.8% | $3,332-40.4% |
| Admin fee / account holder | $559 | $5,698-90.2% | $13,880-96.0% | $4,645-88.0% |