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 9-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 | $77,931 | $159,602-51.2% | $150,045-48.1% | $142,382-45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.18% | 70.24%-64.1pp | 62.55%-56.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $9,301 | $4,961+87.5% | $4,693+98.2% | $4,299+116.3% |
| Participant deferral / active EE | $2,583 | $8,310-68.9% | $7,997-67.7% | $6,507-60.3% |
| Admin fee / account holder | $21,037 | $14,846+41.7% | $13,435+56.6% | $12,624+66.6% |