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 | $129,795 | $209,336-38.0% | $197,124-34.2% | $137,256-5.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.22% | 48.09%-36.9pp | 44.34%-33.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $4,513 | $6,591-31.5% | $6,227-27.5% | $4,156+8.6% |
| Participant deferral / active EE | $11,748 | $9,614+22.2% | $9,135+28.6% | $6,407+83.4% |
| Admin fee / account holder | $7,555 | $17,308-56.3% | $16,298-53.6% | $12,270-38.4% |