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 7-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 | $85,614 | $159,602-46.4% | $150,045-42.9% | $142,382-39.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.58% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $45,030 | $4,961+807.8% | $4,693+859.5% | $4,299+947.4% |
| Participant deferral / active EE | $121,000 | $8,310+1356.1% | $7,997+1413.1% | $6,507+1759.5% |
| Admin fee / account holder | $376,418 | $14,846+2435.4% | $13,435+2701.8% | $12,624+2881.8% |