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 | $109,188 | $197,591-44.7% | $177,821-38.6% | $158,922-31.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.84% | 58.76%-52.9pp | 48.32%-42.5pp | 302.83%-297.0pp |
| Employer contribution / active EE | $12,685 | $6,697+89.4% | $5,918+114.3% | $4,761+166.4% |
| Participant deferral / active EE | $10,119 | $8,405+20.4% | $7,714+31.2% | $5,982+69.2% |
| Admin fee / account holder | $9,076 | $15,399-41.1% | $12,427-27.0% | $11,246-19.3% |