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 | $116,464 | $124,281-6.3% | $109,143+6.7% | $167,490-30.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.16% | 26.04%-16.9pp | 25.75%-16.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $2,293 | $4,207-45.5% | $3,722-38.4% | $4,837-52.6% |
| Participant deferral / active EE | $7,546 | $5,255+43.6% | $4,653+62.2% | $6,341+19.0% |
| Admin fee / account holder | $1,029 | $7,970-87.1% | $6,752-84.8% | $12,309-91.6% |