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 | $100,881 | $124,319-18.9% | $111,297-9.4% | $167,490-39.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.76% | 37.44%-29.7pp | 54.65%-46.9pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,961 | $3,435-42.9% | $2,731-28.2% | $4,837-59.5% |
| Participant deferral / active EE | $7,355 | $5,180+42.0% | $4,487+63.9% | $6,341+16.0% |
| Admin fee / account holder | $13,486 | $10,618+27.0% | $7,964+69.3% | $12,309+9.6% |