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 | $102,450 | $157,256-34.9% | $141,162-27.4% | $152,861-33.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.95% | 64.32%-54.4pp | 71.39%-61.4pp | 345.32%-335.4pp |
| Employer contribution / active EE | $1,170 | $5,261-77.8% | $4,735-75.3% | $4,762-75.4% |
| Participant deferral / active EE | $2,728 | $7,109-61.6% | $6,709-59.3% | $5,850-53.4% |
| Admin fee / account holder | $13,337 | $12,120+10.0% | $10,261+30.0% | $11,596+15.0% |