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 | $124,376 | $177,572-30.0% | $154,803-19.7% | $142,382-12.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.41% | 65.07%-56.7pp | 58.88%-50.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $17,013 | $4,810+253.7% | $4,305+295.1% | $4,299+295.7% |
| Participant deferral / active EE | $7,677 | $6,272+22.4% | $5,540+38.6% | $6,507+18.0% |
| Admin fee / account holder | $50,768 | $16,786+202.4% | $14,329+254.3% | $12,624+302.2% |