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 | $124,885 | $177,572-29.7% | $154,803-19.3% | $142,382-12.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.44% | 65.07%-58.6pp | 58.88%-52.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,316 | $4,810-51.9% | $4,305-46.2% | $4,299-46.1% |
| Participant deferral / active EE | $3,793 | $6,272-39.5% | $5,540-31.5% | $6,507-41.7% |
| Admin fee / account holder | $1,510 | $16,786-91.0% | $14,329-89.5% | $12,624-88.0% |