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 | $121,538 | $106,515+14.1% | $96,683+25.7% | $139,434-12.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.11% | 38.43%-30.3pp | 35.69%-27.6pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,750 | $4,103-57.4% | $3,737-53.2% | $4,751-63.2% |
| Participant deferral / active EE | $3,883 | $5,454-28.8% | $4,878-20.4% | $6,710-42.1% |
| Admin fee / account holder | $18,756 | $7,877+138.1% | $6,730+178.7% | $11,403+64.5% |