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 | $70,350 | $157,256-55.3% | $141,162-50.2% | $152,861-54.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.01% | 64.32%-57.3pp | 71.39%-64.4pp | 345.32%-338.3pp |
| Employer contribution / active EE | $10,521 | $5,261+100.0% | $4,735+122.2% | $4,762+120.9% |
| Participant deferral / active EE | $10,330 | $7,109+45.3% | $6,709+54.0% | $5,850+76.6% |
| Admin fee / account holder | $758 | $12,120-93.7% | $10,261-92.6% | $11,596-93.5% |