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 | $102,830 | $135,952-24.4% | $123,892-17.0% | $273,961-62.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.40% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $4,975 | $5,170-3.8% | $4,617+7.8% | $4,869+2.2% |
| Participant deferral / active EE | $13,500 | $6,343+112.8% | $5,984+125.6% | $5,287+155.3% |
| Admin fee / account holder | $50,121 | $9,817+410.6% | $8,357+499.8% | $10,132+394.7% |