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 | $110,913 | $124,281-10.8% | $109,143+1.6% | $167,490-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.69% | 26.04%-17.3pp | 25.75%-17.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $15,586 | $4,207+270.4% | $3,722+318.8% | $4,837+222.2% |
| Participant deferral / active EE | $8,113 | $5,255+54.4% | $4,653+74.4% | $6,341+27.9% |
| Admin fee / account holder | $823 | $7,970-89.7% | $6,752-87.8% | $12,309-93.3% |