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 | $77,194 | $161,352-52.2% | $134,172-42.5% | $137,256-43.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 7.35% | 28.72%-21.4pp | 25.30%-17.9pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,347 | $4,099-67.1% | $3,420-60.6% | $4,156-67.6% |
| Participant deferral / active EE | $11,275 | $5,552+103.1% | $4,690+140.4% | $6,407+76.0% |
| Admin fee / account holder | $2,025 | $15,028-86.5% | $12,016-83.1% | $12,270-83.5% |