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 8-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 | $126,472 | $159,602-20.8% | $150,045-15.7% | $142,382-11.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.76% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $10,490 | $4,961+111.5% | $4,693+123.5% | $4,299+144.0% |
| Participant deferral / active EE | $14,819 | $8,310+78.3% | $7,997+85.3% | $6,507+127.7% |
| Admin fee / account holder | $49,098 | $14,846+230.7% | $13,435+265.5% | $12,624+288.9% |