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 | $131,052 | $148,534-11.8% | $135,903-3.6% | $139,434-6.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.37% | 79.19%-67.8pp | 68.23%-56.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $6,814 | $5,243+30.0% | $4,856+40.3% | $4,751+43.4% |
| Participant deferral / active EE | $4,160 | $8,100-48.6% | $7,758-46.4% | $6,710-38.0% |
| Admin fee / account holder | $498 | $12,400-96.0% | $10,762-95.4% | $11,403-95.6% |