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 | $126,484 | $177,572-28.8% | $154,803-18.3% | $142,382-11.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.74% | 65.07%-62.3pp | 58.88%-56.1pp | 217.08%-214.3pp |
| Employer contribution / active EE | $13,039 | $4,810+171.1% | $4,305+202.8% | $4,299+203.3% |
| Participant deferral / active EE | $16,563 | $6,272+164.1% | $5,540+198.9% | $6,507+154.5% |
| Admin fee / account holder | $1,730 | $16,786-89.7% | $14,329-87.9% | $12,624-86.3% |