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 | $113,419 | $104,974+8.0% | $95,585+18.7% | $142,382-20.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 2.07% | 210.33%-208.3pp | 38.56%-36.5pp | 217.08%-215.0pp |
| Employer contribution / active EE | $5,796 | $2,779+108.6% | $2,527+129.4% | $4,299+34.8% |
| Participant deferral / active EE | $15,600 | $4,352+258.5% | $4,023+287.8% | $6,507+139.7% |
| Admin fee / account holder | $973 | $6,386-84.8% | $6,127-84.1% | $12,624-92.3% |