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 | $137,845 | $165,984-17.0% | $164,813-16.4% | $145,922-5.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.83% | 100.03%-92.2pp | 69.93%-62.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $4,016 | $5,273-23.8% | $4,341-7.5% | $4,660-13.8% |
| Participant deferral / active EE | $5,763 | $6,959-17.2% | $6,031-4.5% | $6,688-13.8% |
| Admin fee / account holder | $1,014 | $16,648-93.9% | $12,690-92.0% | $13,397-92.4% |