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 | $102,018 | $210,648-51.6% | $177,989-42.7% | $145,922-30.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.08% | 385.86%-379.8pp | 294.48%-288.4pp | 561.29%-555.2pp |
| Employer contribution / active EE | $5,330 | $4,565+16.8% | $3,949+35.0% | $4,660+14.4% |
| Participant deferral / active EE | $6,636 | $6,958-4.6% | $6,276+5.7% | $6,688-0.8% |
| Admin fee / account holder | $5,614 | $12,013-53.3% | $10,363-45.8% | $13,397-58.1% |