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 | $99,376 | $135,952-26.9% | $123,892-19.8% | $273,961-63.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.47% | 56.63%-54.2pp | 47.52%-45.0pp | 41.45%-39.0pp |
| Employer contribution / active EE | $3,416 | $5,170-33.9% | $4,617-26.0% | $4,869-29.8% |
| Participant deferral / active EE | $10,398 | $6,343+63.9% | $5,984+73.8% | $5,287+96.7% |
| Admin fee / account holder | $14,663 | $9,817+49.4% | $8,357+75.5% | $10,132+44.7% |