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 | $85,787 | $106,584-19.5% | $101,326-15.3% | $142,382-39.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.76% | 36.93%-25.2pp | 36.82%-25.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,012 | $3,956+26.7% | $3,665+36.7% | $4,299+16.6% |
| Participant deferral / active EE | $10,897 | $8,297+31.3% | $7,994+36.3% | $6,507+67.5% |
| Admin fee / account holder | $949 | $11,446-91.7% | $11,185-91.5% | $12,624-92.5% |