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 | $82,816 | $159,602-48.1% | $150,045-44.8% | $142,382-41.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.20% | 70.24%-63.0pp | 62.55%-55.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $3,941 | $4,961-20.5% | $4,693-16.0% | $4,299-8.3% |
| Participant deferral / active EE | $5,804 | $8,310-30.2% | $7,997-27.4% | $6,507-10.8% |
| Admin fee / account holder | $24,218 | $14,846+63.1% | $13,435+80.3% | $12,624+91.8% |