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 | $94,455 | $135,952-30.5% | $123,892-23.8% | $273,961-65.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.40% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,925 | $5,170-43.4% | $4,617-36.6% | $4,869-39.9% |
| Participant deferral / active EE | $4,075 | $6,343-35.8% | $5,984-31.9% | $5,287-22.9% |
| Admin fee / account holder | $10,490 | $9,817+6.9% | $8,357+25.5% | $10,132+3.5% |