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 | $74,068 | $154,228-52.0% | $145,433-49.1% | $137,256-46.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.35% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $2,778 | $4,804-42.2% | $4,554-39.0% | $4,156-33.2% |
| Participant deferral / active EE | $8,847 | $8,216+7.7% | $7,897+12.0% | $6,407+38.1% |
| Admin fee / account holder | $18,058 | $14,344+25.9% | $13,129+37.5% | $12,270+47.2% |