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 | $68,692 | $148,534-53.8% | $135,903-49.5% | $139,434-50.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.53% | 79.19%-68.7pp | 68.23%-57.7pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,575 | $5,243-70.0% | $4,856-67.6% | $4,751-66.8% |
| Participant deferral / active EE | $2,956 | $8,100-63.5% | $7,758-61.9% | $6,710-56.0% |
| Admin fee / account holder | $2,541 | $12,400-79.5% | $10,762-76.4% | $11,403-77.7% |