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 | $125,765 | $198,466-36.6% | $170,442-26.2% | $147,584-14.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.18% | 257.29%-256.1pp | 205.93%-204.7pp | 578.55%-577.4pp |
| Employer contribution / active EE | $6,371 | $6,184+3.0% | $5,433+17.3% | $4,876+30.6% |
| Participant deferral / active EE | $6,435 | $5,629+14.3% | $4,939+30.3% | $5,439+18.3% |
| Admin fee / account holder | $2,051 | $16,852-87.8% | $13,880-85.2% | $10,885-81.2% |