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 | $81,611 | $159,602-48.9% | $150,045-45.6% | $142,382-42.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.50% | 70.24%-63.7pp | 62.55%-56.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $5,468 | $4,961+10.2% | $4,693+16.5% | $4,299+27.2% |
| Participant deferral / active EE | $5,468 | $8,310-34.2% | $7,997-31.6% | $6,507-16.0% |
| Admin fee / account holder | $28,769 | $14,846+93.8% | $13,435+114.1% | $12,624+127.9% |