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 | $140,794 | $159,602-11.8% | $150,045-6.2% | $142,382-1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.08% | 70.24%-62.2pp | 62.55%-54.5pp | 217.08%-209.0pp |
| Employer contribution / active EE | $9,485 | $4,961+91.2% | $4,693+102.1% | $4,299+120.6% |
| Participant deferral / active EE | $8,869 | $8,310+6.7% | $7,997+10.9% | $6,507+36.3% |
| Admin fee / account holder | $1,564 | $14,846-89.5% | $13,435-88.4% | $12,624-87.6% |