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 | $109,534 | $159,602-31.4% | $150,045-27.0% | $142,382-23.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.52% | 70.24%-63.7pp | 62.55%-56.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $4,086 | $4,961-17.6% | $4,693-12.9% | $4,299-5.0% |
| Participant deferral / active EE | $8,836 | $8,310+6.3% | $7,997+10.5% | $6,507+35.8% |
| Admin fee / account holder | $163,715 | $14,846+1002.7% | $13,435+1118.6% | $12,624+1196.9% |