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 7-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 | $112,123 | $179,726-37.6% | $156,263-28.2% | $142,382-21.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.83% | 77.86%-70.0pp | 59.47%-51.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $3,033 | $5,069-40.2% | $4,333-30.0% | $4,299-29.5% |
| Participant deferral / active EE | $3,614 | $6,956-48.0% | $6,158-41.3% | $6,507-44.5% |
| Admin fee / account holder | $35,880 | $17,272+107.7% | $14,255+151.7% | $12,624+184.2% |