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 | $140,034 | $106,515+31.5% | $96,683+44.8% | $139,434+0.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.11% | 38.43%-28.3pp | 35.69%-25.6pp | 372.94%-362.8pp |
| Employer contribution / active EE | $15,644 | $4,103+281.3% | $3,737+318.7% | $4,751+229.3% |
| Participant deferral / active EE | $4,037 | $5,454-26.0% | $4,878-17.2% | $6,710-39.8% |
| Admin fee / account holder | $40,820 | $7,877+418.2% | $6,730+506.6% | $11,403+258.0% |