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 | $123,924 | $177,572-30.2% | $154,803-19.9% | $142,382-13.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.50% | 65.07%-55.6pp | 58.88%-49.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $4,820 | $4,810+0.2% | $4,305+11.9% | $4,299+12.1% |
| Participant deferral / active EE | $12,165 | $6,272+94.0% | $5,540+119.6% | $6,507+86.9% |
| Admin fee / account holder | $108,898 | $16,786+548.8% | $14,329+660.0% | $12,624+762.6% |