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 | $165,576 | $110,257+50.2% | $96,544+71.5% | $139,434+18.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.84% | 26.32%-25.5pp | 25.84%-25.0pp | 372.94%-372.1pp |
| Employer contribution / active EE | $8,588 | $3,620+137.3% | $2,965+189.6% | $4,751+80.8% |
| Participant deferral / active EE | $8,289 | $5,548+49.4% | $4,851+70.9% | $6,710+23.5% |
| Admin fee / account holder | $4,413 | $11,591-61.9% | $8,252-46.5% | $11,403-61.3% |