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 | $104,435 | $165,984-37.1% | $164,813-36.6% | $145,922-28.4% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 8.27% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.0pp |
| Employer contribution / active EE | $13,831 | $5,273+162.3% | $4,341+218.6% | $4,660+196.8% |
| Participant deferral / active EE | $12,274 | $6,959+76.4% | $6,031+103.5% | $6,688+83.5% |
| Admin fee / account holder | $70,525 | $16,648+323.6% | $12,690+455.8% | $13,397+426.4% |