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 | $111,795 | $114,381-2.3% | $107,525+4.0% | $142,382-21.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.84% | 242.71%-232.9pp | 181.32%-171.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $10,946 | $4,015+172.7% | $3,754+191.6% | $4,299+154.6% |
| Participant deferral / active EE | $6,771 | $5,564+21.7% | $5,116+32.4% | $6,507+4.1% |
| Admin fee / account holder | $29,896 | $9,860+203.2% | $8,919+235.2% | $12,624+136.8% |