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 | $83,258 | $159,602-47.8% | $150,045-44.5% | $142,382-41.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.48% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,370 | $4,961-32.1% | $4,693-28.2% | $4,299-21.6% |
| Participant deferral / active EE | $9,970 | $8,310+20.0% | $7,997+24.7% | $6,507+53.2% |
| Admin fee / account holder | $18,776 | $14,846+26.5% | $13,435+39.8% | $12,624+48.7% |