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 | $138,339 | $177,572-22.1% | $154,803-10.6% | $142,382-2.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.59% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $10,463 | $4,810+117.5% | $4,305+143.0% | $4,299+143.4% |
| Participant deferral / active EE | $3,468 | $6,272-44.7% | $5,540-37.4% | $6,507-46.7% |
| Admin fee / account holder | $1,698 | $16,786-89.9% | $14,329-88.2% | $12,624-86.6% |