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 7-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 | $112,798 | $118,427-4.8% | $66,042+70.8% | $142,382-20.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 6.04% | 35.57%-29.5pp | 52.11%-46.1pp | 217.08%-211.0pp |
| Employer contribution / active EE | $602 | $2,570-76.6% | $1,579-61.9% | $4,299-86.0% |
| Participant deferral / active EE | $967 | $4,311-77.6% | $2,835-65.9% | $6,507-85.1% |
| Admin fee / account holder | $2,667 | $9,593-72.2% | $5,747-53.6% | $12,624-78.9% |