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 | $95,190 | $148,534-35.9% | $135,903-30.0% | $139,434-31.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.65% | 79.19%-75.5pp | 68.23%-64.6pp | 372.94%-369.3pp |
| Employer contribution / active EE | $2,302 | $5,243-56.1% | $4,856-52.6% | $4,751-51.6% |
| Participant deferral / active EE | $13,967 | $8,100+72.4% | $7,758+80.0% | $6,710+108.1% |
| Admin fee / account holder | $6,610 | $12,400-46.7% | $10,762-38.6% | $11,403-42.0% |