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 | $97,043 | $114,381-15.2% | $107,525-9.7% | $142,382-31.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.13% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $4,451 | $4,015+10.9% | $3,754+18.6% | $4,299+3.5% |
| Participant deferral / active EE | $2,467 | $5,564-55.7% | $5,116-51.8% | $6,507-62.1% |
| Admin fee / account holder | $42,992 | $9,860+336.0% | $8,919+382.0% | $12,624+240.6% |