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 7-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 | $121,426 | $159,602-23.9% | $150,045-19.1% | $142,382-14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.19% | 70.24%-58.0pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,094 | $4,961-57.8% | $4,693-55.4% | $4,299-51.3% |
| Participant deferral / active EE | $5,363 | $8,310-35.5% | $7,997-32.9% | $6,507-17.6% |
| Admin fee / account holder | $1,890 | $14,846-87.3% | $13,435-85.9% | $12,624-85.0% |