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 | $182,222 | $227,553-19.9% | $189,557-3.9% | $167,490+8.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 2.91% | 78.40%-75.5pp | 64.17%-61.3pp | 478.56%-475.6pp |
| Employer contribution / active EE | $12,587 | $5,316+136.8% | $4,412+185.3% | $4,837+160.2% |
| Participant deferral / active EE | $12,823 | $7,002+83.1% | $6,174+107.7% | $6,341+102.2% |
| Admin fee / account holder | $719 | $11,878-93.9% | $9,807-92.7% | $12,309-94.2% |