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 | $99,806 | $158,398-37.0% | $126,539-21.1% | $142,382-29.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 9.90% | 593.76%-583.9pp | 425.95%-416.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,933 | $4,650-58.4% | $3,674-47.4% | $4,299-55.0% |
| Participant deferral / active EE | $7,295 | $4,767+53.0% | $4,083+78.7% | $6,507+12.1% |
| Admin fee / account holder | $123,912 | $6,918+1691.1% | $6,065+1943.2% | $12,624+881.6% |