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 | $101,943 | $198,466-48.6% | $170,442-40.2% | $147,584-30.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.38% | 257.29%-251.9pp | 205.93%-200.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $10,756 | $6,184+73.9% | $5,433+98.0% | $4,876+120.6% |
| Participant deferral / active EE | $7,920 | $5,629+40.7% | $4,939+60.3% | $5,439+45.6% |
| Admin fee / account holder | $8,057 | $16,852-52.2% | $13,880-42.0% | $10,885-26.0% |