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 | $100,967 | $124,281-18.8% | $109,143-7.5% | $167,490-39.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.11% | 26.04%-19.9pp | 25.75%-19.6pp | 478.56%-472.5pp |
| Employer contribution / active EE | $3,041 | $4,207-27.7% | $3,722-18.3% | $4,837-37.1% |
| Participant deferral / active EE | $3,540 | $5,255-32.6% | $4,653-23.9% | $6,341-44.2% |
| Admin fee / account holder | $92,514 | $7,970+1060.8% | $6,752+1270.1% | $12,309+651.6% |