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 | $122,195 | $124,425-1.8% | $112,040+9.1% | $137,256-11.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.60% | 24.72%-16.1pp | 24.52%-15.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,491 | $3,411-56.3% | $2,954-49.5% | $4,156-64.1% |
| Participant deferral / active EE | $6,161 | $5,718+7.7% | $5,098+20.8% | $6,407-3.8% |
| Admin fee / account holder | $11,152 | $15,207-26.7% | $12,098-7.8% | $12,270-9.1% |