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 | $89,411 | $107,934-17.2% | $91,989-2.8% | $152,861-41.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 3.10% | 89.24%-86.1pp | 69.02%-65.9pp | 345.32%-342.2pp |
| Employer contribution / active EE | $534 | $4,210-87.3% | $3,452-84.5% | $4,762-88.8% |
| Participant deferral / active EE | $10,336 | $6,364+62.4% | $5,923+74.5% | $5,850+76.7% |
| Admin fee / account holder | $8,488 | $10,520-19.3% | $7,743+9.6% | $11,596-26.8% |