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 8-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 | $101,444 | $165,335-38.6% | $149,696-32.2% | $158,922-36.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.99% | 348.15%-341.2pp | 276.60%-269.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,610 | $5,103-68.5% | $4,644-65.3% | $4,761-66.2% |
| Participant deferral / active EE | $11,336 | $7,181+57.9% | $6,842+65.7% | $5,982+89.5% |
| Admin fee / account holder | $1,856 | $10,807-82.8% | $9,309-80.1% | $11,246-83.5% |