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 | $86,619 | $165,335-47.6% | $149,696-42.1% | $158,922-45.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.69% | 348.15%-342.5pp | 276.60%-270.9pp | 302.83%-297.1pp |
| Employer contribution / active EE | $10,757 | $5,103+110.8% | $4,644+131.6% | $4,761+125.9% |
| Participant deferral / active EE | $8,967 | $7,181+24.9% | $6,842+31.1% | $5,982+49.9% |
| Admin fee / account holder | $3,572 | $10,807-66.9% | $9,309-61.6% | $11,246-68.2% |