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 | $111,022 | $157,256-29.4% | $141,162-21.4% | $152,861-27.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.64% | 64.32%-51.7pp | 71.39%-58.7pp | 345.32%-332.7pp |
| Employer contribution / active EE | $6,764 | $5,261+28.6% | $4,735+42.9% | $4,762+42.0% |
| Participant deferral / active EE | $6,250 | $7,109-12.1% | $6,709-6.8% | $5,850+6.8% |
| Admin fee / account holder | $1,617 | $12,120-86.7% | $10,261-84.2% | $11,596-86.1% |