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 | $83,439 | $124,281-32.9% | $109,143-23.6% | $167,490-50.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.96% | 26.04%-17.1pp | 25.75%-16.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $8,493 | $4,207+101.9% | $3,722+128.2% | $4,837+75.6% |
| Participant deferral / active EE | $4,204 | $5,255-20.0% | $4,653-9.7% | $6,341-33.7% |
| Admin fee / account holder | $1,894 | $7,970-76.2% | $6,752-71.9% | $12,309-84.6% |