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 | $117,233 | $214,378-45.3% | $200,582-41.6% | $142,382-17.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.47% | 46.41%-34.9pp | 42.33%-30.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,864 | $6,841-58.1% | $6,419-55.4% | $4,299-33.4% |
| Participant deferral / active EE | $7,333 | $9,865-25.7% | $9,331-21.4% | $6,507+12.7% |
| Admin fee / account holder | $9,372 | $17,692-47.0% | $16,305-42.5% | $12,624-25.8% |