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 | $66,594 | $148,534-55.2% | $135,903-51.0% | $139,434-52.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.61% | 79.19%-70.6pp | 68.23%-59.6pp | 372.94%-364.3pp |
| Employer contribution / active EE | $4,411 | $5,243-15.9% | $4,856-9.2% | $4,751-7.2% |
| Participant deferral / active EE | $6,284 | $8,100-22.4% | $7,758-19.0% | $6,710-6.3% |
| Admin fee / account holder | $2,388 | $12,400-80.7% | $10,762-77.8% | $11,403-79.1% |