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 6-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 | $77,046 | $159,602-51.7% | $150,045-48.7% | $142,382-45.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.50% | 70.24%-60.7pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $9,658 | $4,961+94.7% | $4,693+105.8% | $4,299+124.7% |
| Participant deferral / active EE | $24,582 | $8,310+195.8% | $7,997+207.4% | $6,507+277.8% |
| Admin fee / account holder | $76,316 | $14,846+414.0% | $13,435+468.0% | $12,624+504.5% |