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 | $111,983 | $148,534-24.6% | $135,903-17.6% | $139,434-19.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.71% | 79.19%-70.5pp | 68.23%-59.5pp | 372.94%-364.2pp |
| Employer contribution / active EE | $4,371 | $5,243-16.6% | $4,856-10.0% | $4,751-8.0% |
| Participant deferral / active EE | $12,681 | $8,100+56.5% | $7,758+63.5% | $6,710+89.0% |
| Admin fee / account holder | $11,856 | $12,400-4.4% | $10,762+10.2% | $11,403+4.0% |