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 | $62,146 | $159,602-61.1% | $150,045-58.6% | $142,382-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.74% | 70.24%-62.5pp | 62.55%-54.8pp | 217.08%-209.3pp |
| Employer contribution / active EE | $5,129 | $4,961+3.4% | $4,693+9.3% | $4,299+19.3% |
| Participant deferral / active EE | $22,642 | $8,310+172.5% | $7,997+183.1% | $6,507+248.0% |
| Admin fee / account holder | $67,056 | $14,846+351.7% | $13,435+399.1% | $12,624+431.2% |