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 | $107,779 | $154,117-30.1% | $129,995-17.1% | $139,434-22.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.25% | 32.48%-28.2pp | -137.18%+141.4pp | 372.94%-368.7pp |
| Employer contribution / active EE | $8,801 | $5,289+66.4% | $4,320+103.7% | $4,751+85.2% |
| Participant deferral / active EE | $6,827 | $6,710+1.7% | $5,820+17.3% | $6,710+1.7% |
| Admin fee / account holder | $1,942 | $14,007-86.1% | $10,614-81.7% | $11,403-83.0% |