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 | $157,186 | $106,515+47.6% | $96,683+62.6% | $139,434+12.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.68% | 38.43%-27.7pp | 35.69%-25.0pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,577 | $4,103-37.2% | $3,737-31.0% | $4,751-45.8% |
| Participant deferral / active EE | $8,844 | $5,454+62.2% | $4,878+81.3% | $6,710+31.8% |
| Admin fee / account holder | $24,121 | $7,877+206.2% | $6,730+258.4% | $11,403+111.5% |