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 | $155,006 | $181,894-14.8% | $156,549-1.0% | $273,961-43.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.24% | 30.74%-28.5pp | 32.23%-30.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $12,327 | $6,248+97.3% | $5,501+124.1% | $4,869+153.2% |
| Participant deferral / active EE | $7,000 | $5,550+26.1% | $4,871+43.7% | $5,287+32.4% |
| Admin fee / account holder | $1,220 | $15,559-92.2% | $13,027-90.6% | $10,132-88.0% |