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 | $130,619 | $198,466-34.2% | $170,442-23.4% | $147,584-11.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.55% | 257.29%-253.7pp | 205.93%-202.4pp | 578.55%-575.0pp |
| Employer contribution / active EE | $14,593 | $6,184+136.0% | $5,433+168.6% | $4,876+199.3% |
| Participant deferral / active EE | $6,400 | $5,629+13.7% | $4,939+29.6% | $5,439+17.7% |
| Admin fee / account holder | $1,192 | $16,852-92.9% | $13,880-91.4% | $10,885-89.1% |