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 | $73,781 | $185,822-60.3% | $169,993-56.6% | $139,434-47.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 9.88% | 60.50%-50.6pp | 53.37%-43.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,694 | $7,590-77.7% | $6,785-75.0% | $4,751-64.3% |
| Participant deferral / active EE | $3,532 | $11,622-69.6% | $10,408-66.1% | $6,710-47.4% |
| Admin fee / account holder | $5,912 | $15,381-61.6% | $12,815-53.9% | $11,403-48.2% |