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 | $84,118 | $89,753-6.3% | $107,525-21.8% | $84,808-0.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.35% | 29.48%-19.1pp | 181.32%-171.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $4,769 | $3,113+53.2% | $3,754+27.1% | $2,631+81.3% |
| Participant deferral / active EE | $11,150 | $4,056+174.9% | $5,116+118.0% | $4,212+164.7% |
| Admin fee / account holder | $1,289 | $7,222-82.2% | $8,919-85.5% | $7,344-82.4% |