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 | $133,280 | $209,336-36.3% | $197,124-32.4% | $137,256-2.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.91% | 48.09%-39.2pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $3,019 | $6,591-54.2% | $6,227-51.5% | $4,156-27.4% |
| Participant deferral / active EE | $4,856 | $9,614-49.5% | $9,135-46.8% | $6,407-24.2% |
| Admin fee / account holder | $1,333 | $17,308-92.3% | $16,298-91.8% | $12,270-89.1% |