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 9-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 | $92,975 | $148,534-37.4% | $135,903-31.6% | $139,434-33.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.17% | 79.19%-72.0pp | 68.23%-61.1pp | 372.94%-365.8pp |
| Employer contribution / active EE | $1,906 | $5,243-63.7% | $4,856-60.8% | $4,751-59.9% |
| Participant deferral / active EE | $10,342 | $8,100+27.7% | $7,758+33.3% | $6,710+54.1% |
| Admin fee / account holder | $7,367 | $12,400-40.6% | $10,762-31.6% | $11,403-35.4% |