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 | $82,396 | $98,750-16.6% | $149,696-45.0% | $79,858+3.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.61% | 27.43%-22.8pp | 276.60%-272.0pp | 31.71%-27.1pp |
| Employer contribution / active EE | $667 | $3,216-79.3% | $4,644-85.6% | $2,471-73.0% |
| Participant deferral / active EE | $7,246 | $5,680+27.6% | $6,842+5.9% | $3,740+93.7% |
| Admin fee / account holder | $5,112 | $6,053-15.5% | $9,309-45.1% | $5,306-3.7% |