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 | $86,764 | $159,602-45.6% | $150,045-42.2% | $142,382-39.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.43% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $9,378 | $4,961+89.1% | $4,693+99.8% | $4,299+118.1% |
| Participant deferral / active EE | $4,768 | $8,310-42.6% | $7,997-40.4% | $6,507-26.7% |
| Admin fee / account holder | $3,360 | $14,846-77.4% | $13,435-75.0% | $12,624-73.4% |