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 | $78,332 | $209,336-62.6% | $197,124-60.3% | $137,256-42.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.07% | 48.09%-40.0pp | 44.34%-36.3pp | 220.34%-212.3pp |
| Employer contribution / active EE | $10,064 | $6,591+52.7% | $6,227+61.6% | $4,156+142.1% |
| Participant deferral / active EE | $16,678 | $9,614+73.5% | $9,135+82.6% | $6,407+160.3% |
| Admin fee / account holder | $80,132 | $17,308+363.0% | $16,298+391.7% | $12,270+553.1% |