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 | $157,235 | $157,2560% | $141,162+11.4% | $152,861+2.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.41% | 64.32%-54.9pp | 71.39%-62.0pp | 345.32%-335.9pp |
| Employer contribution / active EE | $2,226 | $5,261-57.7% | $4,735-53.0% | $4,762-53.3% |
| Participant deferral / active EE | $5,897 | $7,109-17.1% | $6,709-12.1% | $5,850+0.8% |
| Admin fee / account holder | $3,676 | $12,120-69.7% | $10,261-64.2% | $11,596-68.3% |