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 | $125,965 | $214,378-41.2% | $200,582-37.2% | $142,382-11.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.45% | 46.41%-37.0pp | 42.33%-32.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $5,030 | $6,841-26.5% | $6,419-21.6% | $4,299+17.0% |
| Participant deferral / active EE | $3,963 | $9,865-59.8% | $9,331-57.5% | $6,507-39.1% |
| Admin fee / account holder | $1,760 | $17,692-90.1% | $16,305-89.2% | $12,624-86.1% |