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 | $87,979 | $148,534-40.8% | $135,903-35.3% | $139,434-36.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.74% | 79.19%-69.5pp | 68.23%-58.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $7,287 | $5,243+39.0% | $4,856+50.1% | $4,751+53.4% |
| Participant deferral / active EE | $5,120 | $8,100-36.8% | $7,758-34.0% | $6,710-23.7% |
| Admin fee / account holder | $10,130 | $12,400-18.3% | $10,762-5.9% | $11,403-11.2% |