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 | $92,640 | $148,534-37.6% | $135,903-31.8% | $139,434-33.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.25% | 79.19%-77.9pp | 68.23%-67.0pp | 372.94%-371.7pp |
| Employer contribution / active EE | $6,228 | $5,243+18.8% | $4,856+28.3% | $4,751+31.1% |
| Participant deferral / active EE | $8,432 | $8,100+4.1% | $7,758+8.7% | $6,710+25.7% |
| Admin fee / account holder | $48,224 | $12,400+288.9% | $10,762+348.1% | $11,403+322.9% |