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 | $98,925 | $115,770-14.6% | $101,248-2.3% | $158,922-37.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.59% | 56.14%-50.6pp | 46.47%-40.9pp | 302.83%-297.2pp |
| Employer contribution / active EE | $12,200 | $4,175+192.2% | $3,660+233.4% | $4,761+156.2% |
| Participant deferral / active EE | $13,032 | $4,957+162.9% | $4,370+198.2% | $5,982+117.8% |
| Admin fee / account holder | $1,488 | $7,245-79.5% | $5,945-75.0% | $11,246-86.8% |