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 | $125,565 | $154,228-18.6% | $145,433-13.7% | $137,256-8.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.69% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $13,081 | $4,804+172.3% | $4,554+187.2% | $4,156+214.7% |
| Participant deferral / active EE | $8,897 | $8,216+8.3% | $7,897+12.7% | $6,407+38.9% |
| Admin fee / account holder | $110,155 | $14,344+668.0% | $13,129+739.0% | $12,270+797.7% |