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 8-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 | $120,106 | $177,572-32.4% | $154,803-22.4% | $142,382-15.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.75% | 65.07%-56.3pp | 58.88%-50.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $4,215 | $4,810-12.4% | $4,305-2.1% | $4,299-1.9% |
| Participant deferral / active EE | $11,267 | $6,272+79.6% | $5,540+103.4% | $6,507+73.1% |
| Admin fee / account holder | $8,790 | $16,786-47.6% | $14,329-38.7% | $12,624-30.4% |