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 | $121,523 | $154,117-21.1% | $129,995-6.5% | $139,434-12.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.23% | 32.48%-26.2pp | -137.18%+143.4pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,066 | $5,289-60.9% | $4,320-52.2% | $4,751-56.5% |
| Participant deferral / active EE | $2,238 | $6,710-66.6% | $5,820-61.5% | $6,710-66.6% |
| Admin fee / account holder | $27,630 | $14,007+97.3% | $10,614+160.3% | $11,403+142.3% |