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 | $124,791 | $214,378-41.8% | $200,582-37.8% | $142,382-12.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.28% | 46.41%-35.1pp | 42.33%-31.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $3,266 | $6,841-52.3% | $6,419-49.1% | $4,299-24.0% |
| Participant deferral / active EE | $9,441 | $9,865-4.3% | $9,331+1.2% | $6,507+45.1% |
| Admin fee / account holder | $23,309 | $17,692+31.7% | $16,305+43.0% | $12,624+84.6% |