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 | $77,496 | $185,822-58.3% | $169,993-54.4% | $139,434-44.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 6.12% | 60.50%-54.4pp | 53.37%-47.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $3,846 | $7,590-49.3% | $6,785-43.3% | $4,751-19.1% |
| Participant deferral / active EE | $5,572 | $11,622-52.1% | $10,408-46.5% | $6,710-17.0% |
| Admin fee / account holder | $3,483 | $15,381-77.4% | $12,815-72.8% | $11,403-69.5% |