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 | $78,653 | $175,202-55.1% | $149,673-47.4% | $139,434-43.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.24% | 166.71%-161.5pp | 134.42%-129.2pp | 372.94%-367.7pp |
| Employer contribution / active EE | $14,497 | $5,474+164.8% | $4,818+200.9% | $4,751+205.2% |
| Participant deferral / active EE | $8,391 | $6,519+28.7% | $5,680+47.7% | $6,710+25.1% |
| Admin fee / account holder | $57,995 | $16,150+259.1% | $13,210+339.0% | $11,403+408.6% |