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 | $83,620 | $192,717-56.6% | $142,449-41.3% | $139,434-40.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 8.95% | 17.99%-9.0pp | 19.99%-11.0pp | 372.94%-364.0pp |
| Employer contribution / active EE | $18,370 | $5,806+216.4% | $4,847+279.0% | $4,751+286.7% |
| Participant deferral / active EE | $10,834 | $7,208+50.3% | $6,283+72.4% | $6,710+61.5% |
| Admin fee / account holder | $67,215 | $15,124+344.4% | $10,011+571.4% | $11,403+489.5% |