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 | $108,700 | $177,572-38.8% | $154,803-29.8% | $142,382-23.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.78% | 65.07%-55.3pp | 58.88%-49.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,257 | $4,810-53.1% | $4,305-47.6% | $4,299-47.5% |
| Participant deferral / active EE | $17,800 | $6,272+183.8% | $5,540+221.3% | $6,507+173.5% |
| Admin fee / account holder | $963 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |