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 | $131,775 | $159,602-17.4% | $150,045-12.2% | $142,382-7.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.45% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $22,833 | $4,961+360.3% | $4,693+386.5% | $4,299+431.1% |
| Participant deferral / active EE | $14,527 | $8,310+74.8% | $7,997+81.6% | $6,507+123.2% |
| Admin fee / account holder | $433,739 | $14,846+2821.5% | $13,435+3128.5% | $12,624+3335.9% |