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 | $51,636 | $85,022-39.3% | $70,515-26.8% | $139,434-63.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 9.46% | 30.38%-20.9pp | 32.77%-23.3pp | 372.94%-363.5pp |
| Employer contribution / active EE | $5,331 | $3,909+36.4% | $2,973+79.3% | $4,751+12.2% |
| Participant deferral / active EE | $4,965 | $5,890-15.7% | $4,567+8.7% | $6,710-26.0% |
| Admin fee / account holder | $14,591 | $8,906+63.8% | $6,412+127.6% | $11,403+28.0% |