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 | $122,569 | $155,788-21.3% | $124,672-1.7% | $167,490-26.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 7.04% | 17.97%-10.9pp | 5142.93%-5135.9pp | 478.56%-471.5pp |
| Employer contribution / active EE | $4,320 | $4,163+3.8% | $3,324+30.0% | $4,837-10.7% |
| Participant deferral / active EE | $2,960 | $5,673-47.8% | $4,614-35.9% | $6,341-53.3% |
| Admin fee / account holder | $2,781 | $9,531-70.8% | $7,493-62.9% | $12,309-77.4% |