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 | $134,760 | $148,534-9.3% | $135,903-0.8% | $139,434-3.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.42% | 79.19%-73.8pp | 68.23%-62.8pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,456 | $5,243-72.2% | $4,856-70.0% | $4,751-69.4% |
| Participant deferral / active EE | $5,581 | $8,100-31.1% | $7,758-28.1% | $6,710-16.8% |
| Admin fee / account holder | $783 | $12,400-93.7% | $10,762-92.7% | $11,403-93.1% |