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 | $86,798 | $148,534-41.6% | $135,903-36.1% | $139,434-37.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.55% | 79.19%-67.6pp | 68.23%-56.7pp | 372.94%-361.4pp |
| Employer contribution / active EE | $8,617 | $5,243+64.4% | $4,856+77.5% | $4,751+81.4% |
| Participant deferral / active EE | $13,418 | $8,100+65.6% | $7,758+73.0% | $6,710+100.0% |
| Admin fee / account holder | $270,972 | $12,400+2085.3% | $10,762+2417.9% | $11,403+2276.4% |