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 | $116,561 | $181,894-35.9% | $156,549-25.5% | $273,961-57.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.18% | 30.74%-28.6pp | 32.23%-30.0pp | 41.45%-39.3pp |
| Employer contribution / active EE | $17,273 | $6,248+176.5% | $5,501+214.0% | $4,869+254.8% |
| Participant deferral / active EE | $5,943 | $5,550+7.1% | $4,871+22.0% | $5,287+12.4% |
| Admin fee / account holder | $6,123 | $15,559-60.7% | $13,027-53.0% | $10,132-39.6% |