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 | $136,508 | $97,750+39.6% | $103,464+31.9% | $145,959-6.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 4.96% | 25.43%-20.5pp | 23.91%-18.9pp | 561.95%-557.0pp |
| Employer contribution / active EE | $2,432 | $4,685-48.1% | $4,677-48.0% | $4,661-47.8% |
| Participant deferral / active EE | $6,620 | $6,603+0.2% | $6,624-0.1% | $6,689-1.0% |
| Admin fee / account holder | $6,630 | $12,515-47.0% | $9,410-29.5% | $13,398-50.5% |