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 | $66,322 | $91,552-27.6% | $133,956-50.5% | $79,858-17.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.92% | 61.85%-53.9pp | 45.09%-37.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $3,093 | $2,384+29.8% | $3,919-21.1% | $2,471+25.2% |
| Participant deferral / active EE | $2,627 | $3,733-29.6% | $5,048-48.0% | $3,740-29.8% |
| Admin fee / account holder | $9,973 | $6,321+57.8% | $8,927+11.7% | $5,306+87.9% |