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 7-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 | $98,909 | $111,754-11.5% | $103,333-4.3% | $145,922-32.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.06% | 24.77%-16.7pp | 24.88%-16.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,905 | $4,212-31.0% | $3,868-24.9% | $4,660-37.6% |
| Participant deferral / active EE | $7,834 | $5,619+39.4% | $5,057+54.9% | $6,688+17.1% |
| Admin fee / account holder | $1,212 | $9,750-87.6% | $8,355-85.5% | $13,397-91.0% |