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 | $106,509 | $157,256-32.3% | $141,162-24.5% | $152,861-30.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.77% | 64.32%-52.6pp | 71.39%-59.6pp | 345.32%-333.6pp |
| Employer contribution / active EE | $3,240 | $5,261-38.4% | $4,735-31.6% | $4,762-32.0% |
| Participant deferral / active EE | $4,452 | $7,109-37.4% | $6,709-33.6% | $5,850-23.9% |
| Admin fee / account holder | $20,325 | $12,120+67.7% | $10,261+98.1% | $11,596+75.3% |