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 7-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 | $74,227 | $177,572-58.2% | $154,803-52.1% | $142,382-47.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.11% | 65.07%-56.0pp | 58.88%-49.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $10,162 | $4,810+111.3% | $4,305+136.0% | $4,299+136.4% |
| Participant deferral / active EE | $5,943 | $6,272-5.2% | $5,540+7.3% | $6,507-8.7% |
| Admin fee / account holder | $1,004 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |