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 | $98,759 | $148,534-33.5% | $135,903-27.3% | $139,434-29.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.64% | 79.19%-75.6pp | 68.23%-64.6pp | 372.94%-369.3pp |
| Employer contribution / active EE | $5,617 | $5,243+7.1% | $4,856+15.7% | $4,751+18.2% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $11,156 | $12,400-10.0% | $10,762+3.7% | $11,403-2.2% |