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 | $117,867 | $148,534-20.6% | $135,903-13.3% | $139,434-15.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.72% | 79.19%-70.5pp | 68.23%-59.5pp | 372.94%-364.2pp |
| Employer contribution / active EE | $4,726 | $5,243-9.9% | $4,856-2.7% | $4,751-0.5% |
| Participant deferral / active EE | $10,977 | $8,100+35.5% | $7,758+41.5% | $6,710+63.6% |
| Admin fee / account holder | $46,672 | $12,400+276.4% | $10,762+333.7% | $11,403+309.3% |