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 | $96,596 | $152,587-36.7% | $125,175-22.8% | $152,861-36.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.30% | 54.84%-45.5pp | 43.79%-34.5pp | 345.32%-336.0pp |
| Employer contribution / active EE | $2,142 | $4,946-56.7% | $3,865-44.6% | $4,762-55.0% |
| Participant deferral / active EE | $5,473 | $5,868-6.7% | $4,937+10.9% | $5,850-6.4% |
| Admin fee / account holder | $27,533 | $13,434+104.9% | $9,702+183.8% | $11,596+137.4% |