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 | $73,787 | $157,256-53.1% | $141,162-47.7% | $152,861-51.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.25% | 64.32%-56.1pp | 71.39%-63.1pp | 345.32%-337.1pp |
| Employer contribution / active EE | $2,564 | $5,261-51.3% | $4,735-45.9% | $4,762-46.2% |
| Participant deferral / active EE | $10,645 | $7,109+49.7% | $6,709+58.7% | $5,850+82.0% |
| Admin fee / account holder | $768 | $12,120-93.7% | $10,261-92.5% | $11,596-93.4% |