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 | $64,211 | $177,572-63.8% | $154,803-58.5% | $142,382-54.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.74% | 65.07%-59.3pp | 58.88%-53.1pp | 217.08%-211.3pp |
| Employer contribution / active EE | $2,372 | $4,810-50.7% | $4,305-44.9% | $4,299-44.8% |
| Participant deferral / active EE | $3,932 | $6,272-37.3% | $5,540-29.0% | $6,507-39.6% |
| Admin fee / account holder | $2,617 | $16,786-84.4% | $14,329-81.7% | $12,624-79.3% |