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 | $72,310 | $148,534-51.3% | $135,903-46.8% | $139,434-48.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.83% | 79.19%-72.4pp | 68.23%-61.4pp | 372.94%-366.1pp |
| Employer contribution / active EE | $2,818 | $5,243-46.3% | $4,856-42.0% | $4,751-40.7% |
| Participant deferral / active EE | $8,603 | $8,100+6.2% | $7,758+10.9% | $6,710+28.2% |
| Admin fee / account holder | $113,835 | $12,400+818.0% | $10,762+957.7% | $11,403+898.3% |