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 | $112,133 | $138,347-18.9% | $184,203-39.1% | $80,856+38.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.22% | 20.02%-9.8pp | 28.81%-18.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $6,273 | $4,850+29.3% | $6,427-2.4% | $2,755+127.7% |
| Participant deferral / active EE | $5,513 | $7,071-22.0% | $9,131-39.6% | $4,296+28.3% |
| Admin fee / account holder | $14,294 | $10,483+36.3% | $13,901+2.8% | $6,918+106.6% |