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 | $93,968 | $177,572-47.1% | $154,803-39.3% | $142,382-34.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.68% | 65.07%-55.4pp | 58.88%-49.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $5,292 | $4,810+10.0% | $4,305+22.9% | $4,299+23.1% |
| Participant deferral / active EE | $10,015 | $6,272+59.7% | $5,540+80.8% | $6,507+53.9% |
| Admin fee / account holder | $18,014 | $16,786+7.3% | $14,329+25.7% | $12,624+42.7% |