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 | $52,584 | $159,602-67.1% | $150,045-65.0% | $142,382-63.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.19% | 70.24%-61.0pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $4,341 | $4,961-12.5% | $4,693-7.5% | $4,299+1.0% |
| Participant deferral / active EE | $3,771 | $8,310-54.6% | $7,997-52.8% | $6,507-42.1% |
| Admin fee / account holder | $1,770 | $14,846-88.1% | $13,435-86.8% | $12,624-86.0% |