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 | $105,607 | $124,425-15.1% | $112,040-5.7% | $137,256-23.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.08% | 24.72%-20.6pp | 24.52%-20.4pp | 220.34%-216.3pp |
| Employer contribution / active EE | $3,743 | $3,411+9.7% | $2,954+26.7% | $4,156-9.9% |
| Participant deferral / active EE | $4,959 | $5,718-13.3% | $5,098-2.7% | $6,407-22.6% |
| Admin fee / account holder | $3,043 | $15,207-80.0% | $12,098-74.8% | $12,270-75.2% |