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 | $132,756 | $165,335-19.7% | $149,696-11.3% | $158,922-16.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.15% | 348.15%-347.0pp | 276.60%-275.4pp | 302.83%-301.7pp |
| Employer contribution / active EE | $13,115 | $5,103+157.0% | $4,644+182.4% | $4,761+175.5% |
| Participant deferral / active EE | $7,018 | $7,181-2.3% | $6,842+2.6% | $5,982+17.3% |
| Admin fee / account holder | $4,540 | $10,807-58.0% | $9,309-51.2% | $11,246-59.6% |