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 | $156,907 | $99,985+56.9% | $146,665+7.0% | $85,850+82.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 9.11% | 18.93%-9.8pp | 22.74%-13.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $2,604 | $2,559+1.8% | $4,136-37.0% | $2,565+1.5% |
| Participant deferral / active EE | $5,812 | $4,006+45.1% | $5,506+5.6% | $3,952+47.1% |
| Admin fee / account holder | $12,153 | $7,702+57.8% | $10,280+18.2% | $6,260+94.1% |