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 | $136,224 | $177,572-23.3% | $154,803-12.0% | $142,382-4.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 0.78% | 65.07%-64.3pp | 58.88%-58.1pp | 217.08%-216.3pp |
| Employer contribution / active EE | $12,332 | $4,810+156.4% | $4,305+186.4% | $4,299+186.9% |
| Participant deferral / active EE | $5,888 | $6,272-6.1% | $5,540+6.3% | $6,507-9.5% |
| Admin fee / account holder | $74,083 | $16,786+341.3% | $14,329+417.0% | $12,624+486.9% |