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 | $91,242 | $176,056-48.2% | $159,436-42.8% | $167,490-45.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.74% | 331.75%-323.0pp | 263.57%-254.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $10,978 | $5,297+107.2% | $4,829+127.3% | $4,837+126.9% |
| Participant deferral / active EE | $3,913 | $7,750-49.5% | $7,352-46.8% | $6,341-38.3% |
| Admin fee / account holder | $6,456 | $12,554-48.6% | $10,799-40.2% | $12,309-47.6% |