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 | $59,956 | $183,963-67.4% | $162,163-63.0% | $152,861-60.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 9.91% | 150.76%-140.9pp | 115.59%-105.7pp | 345.32%-335.4pp |
| Employer contribution / active EE | $4,826 | $6,371-24.2% | $5,614-14.0% | $4,762+1.3% |
| Participant deferral / active EE | $2,930 | $8,034-63.5% | $7,298-59.9% | $5,850-49.9% |
| Admin fee / account holder | $1,176 | $13,121-91.0% | $10,843-89.2% | $11,596-89.9% |