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 | $58,355 | $106,515-45.2% | $96,683-39.6% | $139,434-58.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.99% | 38.43%-30.4pp | 35.69%-27.7pp | 372.94%-365.0pp |
| Employer contribution / active EE | $11,221 | $4,103+173.5% | $3,737+200.3% | $4,751+136.2% |
| Participant deferral / active EE | $9,496 | $5,454+74.1% | $4,878+94.7% | $6,710+41.5% |
| Admin fee / account holder | $1,190 | $7,877-84.9% | $6,730-82.3% | $11,403-89.6% |