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 | $63,572 | $185,822-65.8% | $169,993-62.6% | $139,434-54.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.61% | 60.50%-53.9pp | 53.37%-46.8pp | 372.94%-366.3pp |
| Employer contribution / active EE | $2,329 | $7,590-69.3% | $6,785-65.7% | $4,751-51.0% |
| Participant deferral / active EE | $7,226 | $11,622-37.8% | $10,408-30.6% | $6,710+7.7% |
| Admin fee / account holder | $4,876 | $15,381-68.3% | $12,815-62.0% | $11,403-57.2% |