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 | $40,953 | $179,726-77.2% | $156,263-73.8% | $142,382-71.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.93% | 77.86%-71.9pp | 59.47%-53.5pp | 217.08%-211.1pp |
| Employer contribution / active EE | $4,517 | $5,069-10.9% | $4,333+4.2% | $4,299+5.1% |
| Participant deferral / active EE | $12,926 | $6,956+85.8% | $6,158+109.9% | $6,507+98.6% |
| Admin fee / account holder | $50,670 | $17,272+193.4% | $14,255+255.5% | $12,624+301.4% |