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 | $65,319 | $71,829-9.1% | $69,780-6.4% | $142,382-54.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 12.57% | 31.01%-18.4pp | 26.31%-13.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,170 | $4,385+17.9% | $4,168+24.1% | $4,299+20.3% |
| Participant deferral / active EE | $5,136 | $6,819-24.7% | $6,164-16.7% | $6,507-21.1% |
| Admin fee / account holder | $1,156 | $7,818-85.2% | $7,285-84.1% | $12,624-90.8% |