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 | $106,573 | $140,940-24.4% | $112,229-5.0% | $139,434-23.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.76% | 32.71%-25.9pp | 30.20%-23.4pp | 372.94%-366.2pp |
| Employer contribution / active EE | $3,732 | $4,283-12.9% | $3,430+8.8% | $4,751-21.4% |
| Participant deferral / active EE | $8,627 | $5,874+46.9% | $4,798+79.8% | $6,710+28.6% |
| Admin fee / account holder | $5,398 | $9,954-45.8% | $7,748-30.3% | $11,403-52.7% |