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 | $136,824 | $148,978-8.2% | $200,582-31.8% | $84,808+61.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.38% | 28.16%-17.8pp | 42.33%-32.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,888 | $4,815-19.3% | $6,419-39.4% | $2,631+47.8% |
| Participant deferral / active EE | $4,941 | $7,142-30.8% | $9,331-47.0% | $4,212+17.3% |
| Admin fee / account holder | $37,340 | $13,977+167.1% | $16,305+129.0% | $7,344+408.5% |