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 | $85,943 | $103,376-16.9% | $87,100-1.3% | $152,861-43.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.50% | 28.10%-23.6pp | 28.19%-23.7pp | 345.32%-340.8pp |
| Employer contribution / active EE | $2,352 | $3,220-27.0% | $2,521-6.7% | $4,762-50.6% |
| Participant deferral / active EE | $6,605 | $4,778+38.2% | $4,049+63.1% | $5,850+12.9% |
| Admin fee / account holder | $4,591 | $12,205-62.4% | $7,497-38.8% | $11,596-60.4% |