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 | $135,330 | $93,571+44.6% | $135,903-0.4% | $75,163+80.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.94% | 30.90%-17.0pp | 68.23%-54.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,370 | $3,537-4.7% | $4,856-30.6% | $2,670+26.2% |
| Participant deferral / active EE | $9,475 | $6,404+47.9% | $7,758+22.1% | $4,125+129.7% |
| Admin fee / account holder | $29,099 | $6,975+317.2% | $10,762+170.4% | $5,651+414.9% |