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 | $126,509 | $159,602-20.7% | $150,045-15.7% | $142,382-11.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.95% | 70.24%-60.3pp | 62.55%-52.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $16,709 | $4,961+236.8% | $4,693+256.0% | $4,299+288.7% |
| Participant deferral / active EE | $7,299 | $8,310-12.2% | $7,997-8.7% | $6,507+12.2% |
| Admin fee / account holder | $3,750 | $14,846-74.7% | $13,435-72.1% | $12,624-70.3% |