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 | $95,245 | $177,572-46.4% | $154,803-38.5% | $142,382-33.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.87% | 65.07%-56.2pp | 58.88%-50.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $19,589 | $4,810+307.2% | $4,305+355.0% | $4,299+355.6% |
| Participant deferral / active EE | $12,068 | $6,272+92.4% | $5,540+117.8% | $6,507+85.5% |
| Admin fee / account holder | $45,523 | $16,786+171.2% | $14,329+217.7% | $12,624+260.6% |