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 | $92,743 | $148,534-37.6% | $135,903-31.8% | $139,434-33.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.75% | 79.19%-67.4pp | 68.23%-56.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,605 | $5,243-31.2% | $4,856-25.8% | $4,751-24.1% |
| Participant deferral / active EE | $9,568 | $8,100+18.1% | $7,758+23.3% | $6,710+42.6% |
| Admin fee / account holder | $26,633 | $12,400+114.8% | $10,762+147.5% | $11,403+133.6% |