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 | $115,147 | $140,940-18.3% | $112,229+2.6% | $139,434-17.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.64% | 32.71%-25.1pp | 30.20%-22.6pp | 372.94%-365.3pp |
| Employer contribution / active EE | $3,986 | $4,283-6.9% | $3,430+16.2% | $4,751-16.1% |
| Participant deferral / active EE | $4,937 | $5,874-16.0% | $4,798+2.9% | $6,710-26.4% |
| Admin fee / account holder | $3,605 | $9,954-63.8% | $7,748-53.5% | $11,403-68.4% |