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 | $90,168 | $148,534-39.3% | $135,903-33.7% | $139,434-35.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.70% | 79.19%-71.5pp | 68.23%-60.5pp | 372.94%-365.2pp |
| Employer contribution / active EE | $18,135 | $5,243+245.9% | $4,856+273.4% | $4,751+281.7% |
| Participant deferral / active EE | $13,712 | $8,100+69.3% | $7,758+76.7% | $6,710+104.3% |
| Admin fee / account holder | $9,040 | $12,400-27.1% | $10,762-16.0% | $11,403-20.7% |