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 | $93,744 | $117,983-20.5% | $101,794-7.9% | $142,382-34.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.18% | 36.92%-28.7pp | 30.53%-22.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,677 | $2,773-3.5% | $2,289+17.0% | $4,299-37.7% |
| Participant deferral / active EE | $15,728 | $4,714+233.7% | $4,084+285.1% | $6,507+141.7% |
| Admin fee / account holder | $25,043 | $10,433+140.0% | $8,777+185.3% | $12,624+98.4% |