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 | $82,007 | $148,534-44.8% | $135,903-39.7% | $139,434-41.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.36% | 79.19%-69.8pp | 68.23%-58.9pp | 372.94%-363.6pp |
| Employer contribution / active EE | $4,714 | $5,243-10.1% | $4,856-2.9% | $4,751-0.8% |
| Participant deferral / active EE | $11,122 | $8,100+37.3% | $7,758+43.4% | $6,710+65.8% |
| Admin fee / account holder | $75,988 | $12,400+512.8% | $10,762+606.1% | $11,403+566.4% |