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 | $134,557 | $232,540-42.1% | $185,117-27.3% | $147,584-8.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 2.14% | 43.03%-40.9pp | 40.50%-38.4pp | 578.55%-576.4pp |
| Employer contribution / active EE | $5,971 | $5,195+14.9% | $4,182+42.8% | $4,876+22.5% |
| Participant deferral / active EE | $10,613 | $5,834+81.9% | $5,045+110.4% | $5,439+95.1% |
| Admin fee / account holder | $4,992 | $10,275-51.4% | $8,159-38.8% | $10,885-54.1% |