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 | $164,903 | $227,553-27.5% | $189,557-13.0% | $167,490-1.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.82% | 78.40%-72.6pp | 64.17%-58.3pp | 478.56%-472.7pp |
| Employer contribution / active EE | $6,637 | $5,316+24.8% | $4,412+50.4% | $4,837+37.2% |
| Participant deferral / active EE | $6,472 | $7,002-7.6% | $6,174+4.8% | $6,341+2.1% |
| Admin fee / account holder | $38,945 | $11,878+227.9% | $9,807+297.1% | $12,309+216.4% |