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 | $115,132 | $226,064-49.1% | $182,532-36.9% | $152,861-24.7% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 5.47% | 192.51%-187.0pp | 148.54%-143.1pp | 345.32%-339.8pp |
| Employer contribution / active EE | $8,789 | $4,978+76.5% | $4,076+115.6% | $4,762+84.5% |
| Participant deferral / active EE | $20,785 | $6,368+226.4% | $5,524+276.2% | $5,850+255.3% |
| Admin fee / account holder | $2,266 | $10,703-78.8% | $8,592-73.6% | $11,596-80.5% |