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 | $107,875 | $148,534-27.4% | $135,903-20.6% | $139,434-22.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.61% | 79.19%-67.6pp | 68.23%-56.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,184 | $5,243-39.3% | $4,856-34.4% | $4,751-33.0% |
| Participant deferral / active EE | $14,829 | $8,100+83.1% | $7,758+91.1% | $6,710+121.0% |
| Admin fee / account holder | $62,528 | $12,400+404.3% | $10,762+481.0% | $11,403+448.4% |