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 | $65,539 | $108,919-39.8% | $100,391-34.7% | $145,922-55.1% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 7.97% | 57.88%-49.9pp | 49.20%-41.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $9,393 | $4,419+112.5% | $3,942+138.3% | $4,660+101.6% |
| Participant deferral / active EE | $4,052 | $8,445-52.0% | $8,082-49.9% | $6,688-39.4% |
| Admin fee / account holder | $2,611 | $9,689-73.1% | $7,899-66.9% | $13,397-80.5% |