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 | $63,797 | $148,534-57.0% | $135,903-53.1% | $139,434-54.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.08% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,168 | $5,243-58.6% | $4,856-55.3% | $4,751-54.4% |
| Participant deferral / active EE | $4,660 | $8,100-42.5% | $7,758-39.9% | $6,710-30.5% |
| Admin fee / account holder | $17,432 | $12,400+40.6% | $10,762+62.0% | $11,403+52.9% |