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 | $60,321 | $176,812-65.9% | $146,665-58.9% | $167,490-64.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.46% | 24.03%-19.6pp | 22.74%-18.3pp | 478.56%-474.1pp |
| Employer contribution / active EE | $17,045 | $5,160+230.3% | $4,136+312.1% | $4,837+252.3% |
| Participant deferral / active EE | $10,813 | $6,440+67.9% | $5,506+96.4% | $6,341+70.5% |
| Admin fee / account holder | $35,070 | $13,259+164.5% | $10,280+241.2% | $12,309+184.9% |