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 | $96,120 | $179,726-46.5% | $156,263-38.5% | $142,382-32.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 1.35% | 77.86%-76.5pp | 59.47%-58.1pp | 217.08%-215.7pp |
| Employer contribution / active EE | $6,819 | $5,069+34.5% | $4,333+57.4% | $4,299+58.6% |
| Participant deferral / active EE | $20,750 | $6,956+198.3% | $6,158+236.9% | $6,507+218.9% |
| Admin fee / account holder | $95,040 | $17,272+450.2% | $14,255+566.7% | $12,624+652.9% |