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 | $139,611 | $214,378-34.9% | $200,582-30.4% | $142,382-1.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.32% | 46.41%-36.1pp | 42.33%-32.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,143 | $6,841-68.7% | $6,419-66.6% | $4,299-50.2% |
| Participant deferral / active EE | $12,101 | $9,865+22.7% | $9,331+29.7% | $6,507+86.0% |
| Admin fee / account holder | $29,123 | $17,692+64.6% | $16,305+78.6% | $12,624+130.7% |