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 | $78,139 | $175,202-55.4% | $149,673-47.8% | $139,434-44.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.82% | 166.71%-159.9pp | 134.42%-127.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $2,245 | $5,474-59.0% | $4,818-53.4% | $4,751-52.8% |
| Participant deferral / active EE | $8,344 | $6,519+28.0% | $5,680+46.9% | $6,710+24.3% |
| Admin fee / account holder | $7,927 | $16,150-50.9% | $13,210-40.0% | $11,403-30.5% |