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 | $83,089 | $176,056-52.8% | $159,436-47.9% | $167,490-50.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.21% | 331.75%-323.5pp | 263.57%-255.4pp | 478.56%-470.4pp |
| Employer contribution / active EE | $14,438 | $5,297+172.6% | $4,829+198.9% | $4,837+198.5% |
| Participant deferral / active EE | $19,500 | $7,750+151.6% | $7,352+165.2% | $6,341+207.5% |
| Admin fee / account holder | $1,407 | $12,554-88.8% | $10,799-87.0% | $12,309-88.6% |