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 | $67,118 | $159,602-57.9% | $150,045-55.3% | $142,382-52.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.52% | 70.24%-60.7pp | 62.55%-53.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,545 | $4,961-68.9% | $4,693-67.1% | $4,299-64.1% |
| Participant deferral / active EE | $4,644 | $8,310-44.1% | $7,997-41.9% | $6,507-28.6% |
| Admin fee / account holder | $37,184 | $14,846+150.5% | $13,435+176.8% | $12,624+194.6% |