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 | $123,398 | $179,726-31.3% | $156,263-21.0% | $142,382-13.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.93% | 77.86%-67.9pp | 59.47%-49.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $8,404 | $5,069+65.8% | $4,333+93.9% | $4,299+95.5% |
| Participant deferral / active EE | $7,763 | $6,956+11.6% | $6,158+26.1% | $6,507+19.3% |
| Admin fee / account holder | $119,717 | $17,272+593.1% | $14,255+739.8% | $12,624+848.4% |