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 | $89,231 | $103,376-13.7% | $87,100+2.4% | $152,861-41.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 4.23% | 28.10%-23.9pp | 28.19%-24.0pp | 345.32%-341.1pp |
| Employer contribution / active EE | $3,121 | $3,220-3.1% | $2,521+23.8% | $4,762-34.5% |
| Participant deferral / active EE | $5,690 | $4,778+19.1% | $4,049+40.5% | $5,850-2.7% |
| Admin fee / account holder | $4,666 | $12,205-61.8% | $7,497-37.8% | $11,596-59.8% |