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 | $100,806 | $95,266+5.8% | $82,389+22.4% | $142,382-29.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 4.10% | 25.74%-21.6pp | 28.67%-24.6pp | 217.08%-213.0pp |
| Employer contribution / active EE | $5,385 | $2,991+80.0% | $2,517+113.9% | $4,299+25.3% |
| Participant deferral / active EE | $6,658 | $4,809+38.4% | $4,155+60.3% | $6,507+2.3% |
| Admin fee / account holder | $36,189 | $8,563+322.6% | $7,231+400.5% | $12,624+186.7% |