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 | $69,915 | $148,534-52.9% | $135,903-48.6% | $139,434-49.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.14% | 79.19%-70.0pp | 68.23%-59.1pp | 372.94%-363.8pp |
| Employer contribution / active EE | $5,619 | $5,243+7.2% | $4,856+15.7% | $4,751+18.3% |
| Participant deferral / active EE | $13,250 | $8,100+63.6% | $7,758+70.8% | $6,710+97.5% |
| Admin fee / account holder | $69,336 | $12,400+459.2% | $10,762+544.3% | $11,403+508.1% |