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 | $107,144 | $179,726-40.4% | $156,263-31.4% | $142,382-24.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.05% | 77.86%-69.8pp | 59.47%-51.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $13,357 | $5,069+163.5% | $4,333+208.3% | $4,299+210.7% |
| Participant deferral / active EE | $8,553 | $6,956+23.0% | $6,158+38.9% | $6,507+31.4% |
| Admin fee / account holder | $131,540 | $17,272+661.6% | $14,255+822.8% | $12,624+942.0% |