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 | $101,794 | $112,729-9.7% | $98,716+3.1% | $137,256-25.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 4.86% | 38.48%-33.6pp | 31.81%-27.0pp | 220.34%-215.5pp |
| Employer contribution / active EE | $3,404 | $2,725+24.9% | $2,279+49.4% | $4,156-18.1% |
| Participant deferral / active EE | $6,707 | $4,640+44.5% | $4,048+65.7% | $6,407+4.7% |
| Admin fee / account holder | $125,550 | $10,129+1139.6% | $8,703+1342.6% | $12,270+923.2% |