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 | $108,940 | $165,335-34.1% | $149,696-27.2% | $158,922-31.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.87% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,077 | $5,103-78.9% | $4,644-76.8% | $4,761-77.4% |
| Participant deferral / active EE | $6,687 | $7,181-6.9% | $6,842-2.3% | $5,982+11.8% |
| Admin fee / account holder | $94,214 | $10,807+771.8% | $9,309+912.1% | $11,246+737.8% |