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 | $130,900 | $177,572-26.3% | $154,803-15.4% | $142,382-8.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.79% | 65.07%-57.3pp | 58.88%-51.1pp | 217.08%-209.3pp |
| Employer contribution / active EE | $9,447 | $4,810+96.4% | $4,305+119.4% | $4,299+119.8% |
| Participant deferral / active EE | $11,437 | $6,272+82.4% | $5,540+106.4% | $6,507+75.8% |
| Admin fee / account holder | $103,136 | $16,786+514.4% | $14,329+619.8% | $12,624+717.0% |