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 | $72,850 | $102,317-28.8% | $146,958-50.4% | $80,856-9.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.95% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,782 | $3,713+1.9% | $4,933-23.3% | $2,755+37.3% |
| Participant deferral / active EE | $5,271 | $6,644-20.7% | $8,070-34.7% | $4,296+22.7% |
| Admin fee / account holder | $7,740 | $7,941-2.5% | $12,998-40.5% | $6,918+11.9% |