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 | $215,900 | $148,534+45.4% | $135,903+58.9% | $139,434+54.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.74% | 79.19%-74.5pp | 68.23%-63.5pp | 372.94%-368.2pp |
| Employer contribution / active EE | $69,665 | $5,243+1228.7% | $4,856+1334.6% | $4,751+1366.4% |
| Participant deferral / active EE | $62,744 | $8,100+674.6% | $7,758+708.8% | $6,710+835.1% |
| Admin fee / account holder | $53,850 | $12,400+334.3% | $10,762+400.4% | $11,403+372.3% |