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 | $91,629 | $148,534-38.3% | $135,903-32.6% | $139,434-34.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.05% | 79.19%-68.1pp | 68.23%-57.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $4,282 | $5,243-18.3% | $4,856-11.8% | $4,751-9.9% |
| Participant deferral / active EE | $13,192 | $8,100+62.9% | $7,758+70.1% | $6,710+96.6% |
| Admin fee / account holder | $13,684 | $12,400+10.4% | $10,762+27.2% | $11,403+20.0% |