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 | $117,244 | $124,281-5.7% | $109,143+7.4% | $167,490-30.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.29% | 26.04%-16.7pp | 25.75%-16.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,973 | $4,207-29.3% | $3,722-20.1% | $4,837-38.5% |
| Participant deferral / active EE | $3,291 | $5,255-37.4% | $4,653-29.3% | $6,341-48.1% |
| Admin fee / account holder | $4,176 | $7,970-47.6% | $6,752-38.1% | $12,309-66.1% |