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 | $113,577 | $214,378-47.0% | $200,582-43.4% | $142,382-20.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.58% | 46.41%-36.8pp | 42.33%-32.7pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,605 | $6,841-32.7% | $6,419-28.3% | $4,299+7.1% |
| Participant deferral / active EE | $7,979 | $9,865-19.1% | $9,331-14.5% | $6,507+22.6% |
| Admin fee / account holder | $49,864 | $17,692+181.8% | $16,305+205.8% | $12,624+295.0% |