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 | $54,616 | $165,335-67.0% | $149,696-63.5% | $158,922-65.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 5.64% | 348.15%-342.5pp | 276.60%-271.0pp | 302.83%-297.2pp |
| Employer contribution / active EE | $11,912 | $5,103+133.4% | $4,644+156.5% | $4,761+150.2% |
| Participant deferral / active EE | $9,007 | $7,181+25.4% | $6,842+31.6% | $5,982+50.6% |
| Admin fee / account holder | $98,733 | $10,807+813.6% | $9,309+960.7% | $11,246+778.0% |