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 | $32,809 | $127,065-74.2% | $113,168-71.0% | $142,382-77.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.43% | 24.03%-18.6pp | 24.27%-18.8pp | 217.08%-211.6pp |
| Employer contribution / active EE | $6,247 | $3,442+81.5% | $2,975+110.0% | $4,299+45.3% |
| Participant deferral / active EE | $20,333 | $5,716+255.7% | $5,107+298.2% | $6,507+212.5% |
| Admin fee / account holder | $15,984 | $15,736+1.6% | $12,068+32.5% | $12,624+26.6% |