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 | $58,923 | $154,228-61.8% | $145,433-59.5% | $137,256-57.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.34% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $4,140 | $4,804-13.8% | $4,554-9.1% | $4,156-0.4% |
| Participant deferral / active EE | $14,592 | $8,216+77.6% | $7,897+84.8% | $6,407+127.8% |
| Admin fee / account holder | $21,487 | $14,344+49.8% | $13,129+63.7% | $12,270+75.1% |