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 | $206,932 | $114,237+81.1% | $119,258+73.5% | $167,490+23.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 9.69% | 29.87%-20.2pp | 30.69%-21.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $3,365 | $4,481-24.9% | $4,384-23.2% | $4,837-30.4% |
| Participant deferral / active EE | $8,907 | $6,084+46.4% | $6,111+45.7% | $6,341+40.5% |
| Admin fee / account holder | $29,236 | $8,932+227.3% | $7,226+304.6% | $12,309+137.5% |