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 | $95,848 | $159,602-39.9% | $150,045-36.1% | $142,382-32.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.11% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,513 | $4,961-69.5% | $4,693-67.8% | $4,299-64.8% |
| Participant deferral / active EE | $9,254 | $8,310+11.4% | $7,997+15.7% | $6,507+42.2% |
| Admin fee / account holder | $474 | $14,846-96.8% | $13,435-96.5% | $12,624-96.2% |