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 | $62,159 | $107,334-42.1% | $92,893-33.1% | $152,861-59.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.55% | 145.58%-138.0pp | 109.41%-101.9pp | 345.32%-337.8pp |
| Employer contribution / active EE | $9,462 | $4,221+124.2% | $3,653+159.0% | $4,762+98.7% |
| Participant deferral / active EE | $8,303 | $4,845+71.4% | $4,236+96.0% | $5,850+41.9% |
| Admin fee / account holder | $399 | $7,079-94.4% | $5,794-93.1% | $11,596-96.6% |