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 | $101,591 | $127,065-20.0% | $113,168-10.2% | $142,382-28.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.86% | 24.03%-14.2pp | 24.27%-14.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $3,336 | $3,442-3.1% | $2,975+12.1% | $4,299-22.4% |
| Participant deferral / active EE | $2,547 | $5,716-55.4% | $5,107-50.1% | $6,507-60.9% |
| Admin fee / account holder | $896 | $15,736-94.3% | $12,068-92.6% | $12,624-92.9% |