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 | $73,369 | $114,381-35.9% | $107,525-31.8% | $142,382-48.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.97% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.1pp |
| Employer contribution / active EE | $8,131 | $4,015+102.5% | $3,754+116.6% | $4,299+89.1% |
| Participant deferral / active EE | $8,750 | $5,564+57.3% | $5,116+71.0% | $6,507+34.5% |
| Admin fee / account holder | $1,122 | $9,860-88.6% | $8,919-87.4% | $12,624-91.1% |