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 | $104,997 | $165,335-36.5% | $149,696-29.9% | $158,922-33.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.30% | 348.15%-347.8pp | 276.60%-276.3pp | 302.83%-302.5pp |
| Employer contribution / active EE | $9,882 | $5,103+93.7% | $4,644+112.8% | $4,761+107.6% |
| Participant deferral / active EE | $5,660 | $7,181-21.2% | $6,842-17.3% | $5,982-5.4% |
| Admin fee / account holder | $68,767 | $10,807+536.3% | $9,309+638.7% | $11,246+511.5% |