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 | $103,402 | $103,3760% | $87,100+18.7% | $152,861-32.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 6.17% | 28.10%-21.9pp | 28.19%-22.0pp | 345.32%-339.1pp |
| Employer contribution / active EE | $11,551 | $3,220+258.7% | $2,521+358.1% | $4,762+142.5% |
| Participant deferral / active EE | $6,640 | $4,778+39.0% | $4,049+64.0% | $5,850+13.5% |
| Admin fee / account holder | $510 | $12,205-95.8% | $7,497-93.2% | $11,596-95.6% |