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 | $130,974 | $179,726-27.1% | $156,263-16.2% | $142,382-8.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.82% | 77.86%-69.0pp | 59.47%-50.6pp | 217.08%-208.3pp |
| Employer contribution / active EE | $15,889 | $5,069+213.4% | $4,333+266.7% | $4,299+269.6% |
| Participant deferral / active EE | $14,250 | $6,956+104.9% | $6,158+131.4% | $6,507+119.0% |
| Admin fee / account holder | $1,374 | $17,272-92.0% | $14,255-90.4% | $12,624-89.1% |