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 | $88,554 | $148,534-40.4% | $135,903-34.8% | $139,434-36.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.28% | 79.19%-74.9pp | 68.23%-63.9pp | 372.94%-368.7pp |
| Employer contribution / active EE | $20,725 | $5,243+295.3% | $4,856+326.8% | $4,751+336.2% |
| Participant deferral / active EE | $5,396 | $8,100-33.4% | $7,758-30.4% | $6,710-19.6% |
| Admin fee / account holder | $374,966 | $12,400+2924.0% | $10,762+3384.2% | $11,403+3188.5% |