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 | $94,713 | $165,335-42.7% | $149,696-36.7% | $158,922-40.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.53% | 348.15%-345.6pp | 276.60%-274.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $7,756 | $5,103+52.0% | $4,644+67.0% | $4,761+62.9% |
| Participant deferral / active EE | $6,859 | $7,181-4.5% | $6,842+0.3% | $5,982+14.7% |
| Admin fee / account holder | $17,086 | $10,807+58.1% | $9,309+83.6% | $11,246+51.9% |