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 | $98,011 | $177,572-44.8% | $154,803-36.7% | $142,382-31.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.01% | 65.07%-62.1pp | 58.88%-55.9pp | 217.08%-214.1pp |
| Employer contribution / active EE | $1,299 | $4,810-73.0% | $4,305-69.8% | $4,299-69.8% |
| Participant deferral / active EE | $3,585 | $6,272-42.8% | $5,540-35.3% | $6,507-44.9% |
| Admin fee / account holder | $130,116 | $16,786+675.2% | $14,329+808.1% | $12,624+930.7% |