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 | $125,235 | $157,256-20.4% | $141,162-11.3% | $152,861-18.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.37% | 64.32%-50.0pp | 71.39%-57.0pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,645 | $5,261-49.7% | $4,735-44.1% | $4,762-44.5% |
| Participant deferral / active EE | $7,647 | $7,109+7.6% | $6,709+14.0% | $5,850+30.7% |
| Admin fee / account holder | $1,931 | $12,120-84.1% | $10,261-81.2% | $11,596-83.3% |