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 | $110,970 | $111,754-0.7% | $103,333+7.4% | $145,922-24.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.42% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,443 | $4,212-65.7% | $3,868-62.7% | $4,660-69.0% |
| Participant deferral / active EE | $2,886 | $5,619-48.6% | $5,057-42.9% | $6,688-56.8% |
| Admin fee / account holder | $136,510 | $9,750+1300.1% | $8,355+1533.9% | $13,397+919.0% |