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 | $101,457 | $214,378-52.7% | $200,582-49.4% | $142,382-28.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.41% | 46.41%-45.0pp | 42.33%-40.9pp | 217.08%-215.7pp |
| Employer contribution / active EE | $5,081 | $6,841-25.7% | $6,419-20.8% | $4,299+18.2% |
| Participant deferral / active EE | $7,725 | $9,865-21.7% | $9,331-17.2% | $6,507+18.7% |
| Admin fee / account holder | $66,683 | $17,692+276.9% | $16,305+309.0% | $12,624+428.2% |