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 | $137,511 | $165,335-16.8% | $149,696-8.1% | $158,922-13.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.25% | 348.15%-340.9pp | 276.60%-269.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $4,827 | $5,103-5.4% | $4,644+3.9% | $4,761+1.4% |
| Participant deferral / active EE | $11,842 | $7,181+64.9% | $6,842+73.1% | $5,982+98.0% |
| Admin fee / account holder | $2,407 | $10,807-77.7% | $9,309-74.1% | $11,246-78.6% |