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 | $128,401 | $177,572-27.7% | $154,803-17.1% | $142,382-9.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.06% | 65.07%-60.0pp | 58.88%-53.8pp | 217.08%-212.0pp |
| Employer contribution / active EE | $4,581 | $4,810-4.8% | $4,305+6.4% | $4,299+6.6% |
| Participant deferral / active EE | $9,410 | $6,272+50.0% | $5,540+69.8% | $6,507+44.6% |
| Admin fee / account holder | $660,135 | $16,786+3832.7% | $14,329+4506.9% | $12,624+5129.3% |