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 | $85,851 | $94,338-9.0% | $100,534-14.6% | $142,382-39.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 9.11% | 29.20%-20.1pp | 32.66%-23.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,174 | $4,237-48.7% | $4,346-50.0% | $4,299-49.4% |
| Participant deferral / active EE | $2,994 | $5,934-49.5% | $6,144-51.3% | $6,507-54.0% |
| Admin fee / account holder | $4,378 | $8,421-48.0% | $7,654-42.8% | $12,624-65.3% |