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 | $83,370 | $165,335-49.6% | $149,696-44.3% | $158,922-47.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.16% | 348.15%-345.0pp | 276.60%-273.4pp | 302.83%-299.7pp |
| Employer contribution / active EE | $9,411 | $5,103+84.4% | $4,644+102.6% | $4,761+97.7% |
| Participant deferral / active EE | $6,096 | $7,181-15.1% | $6,842-10.9% | $5,982+1.9% |
| Admin fee / account holder | $2,604 | $10,807-75.9% | $9,309-72.0% | $11,246-76.8% |