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 | $67,489 | $177,572-62.0% | $154,803-56.4% | $142,382-52.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.12% | 65.07%-55.9pp | 58.88%-49.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $22,530 | $4,810+368.3% | $4,305+423.3% | $4,299+424.1% |
| Participant deferral / active EE | $19,122 | $6,272+204.9% | $5,540+245.1% | $6,507+193.9% |
| Admin fee / account holder | $354,369 | $16,786+2011.1% | $14,329+2373.1% | $12,624+2707.2% |