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 | $108,831 | $78,672+38.3% | $109,143-0.3% | $85,850+26.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 10.73% | 25.09%-14.4pp | 25.75%-15.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $7,273 | $2,735+165.9% | $3,722+95.4% | $2,565+183.5% |
| Participant deferral / active EE | $4,978 | $3,467+43.6% | $4,653+7.0% | $3,952+26.0% |
| Admin fee / account holder | $5,369 | $5,469-1.8% | $6,752-20.5% | $6,260-14.2% |