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 | $102,160 | $149,734-31.8% | $118,925-14.1% | $158,922-35.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.32% | 19.95%-15.6pp | 35.88%-31.6pp | 302.83%-298.5pp |
| Employer contribution / active EE | $4,927 | $4,115+19.7% | $3,263+51.0% | $4,761+3.5% |
| Participant deferral / active EE | $9,597 | $5,223+83.7% | $4,265+125.0% | $5,982+60.4% |
| Admin fee / account holder | $196,055 | $8,603+2178.9% | $6,581+2879.3% | $11,246+1643.4% |