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 | $100,388 | $114,381-12.2% | $107,525-6.6% | $142,382-29.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.56% | 242.71%-231.1pp | 181.32%-169.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,993 | $4,015-25.5% | $3,754-20.3% | $4,299-30.4% |
| Participant deferral / active EE | $5,447 | $5,564-2.1% | $5,116+6.5% | $6,507-16.3% |
| Admin fee / account holder | $13,955 | $9,860+41.5% | $8,919+56.5% | $12,624+10.5% |