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 | $77,162 | $176,056-56.2% | $159,436-51.6% | $167,490-53.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.91% | 331.75%-323.8pp | 263.57%-255.7pp | 478.56%-470.6pp |
| Employer contribution / active EE | $11,464 | $5,297+116.4% | $4,829+137.4% | $4,837+137.0% |
| Participant deferral / active EE | $9,743 | $7,750+25.7% | $7,352+32.5% | $6,341+53.6% |
| Admin fee / account holder | $77,165 | $12,554+514.7% | $10,799+614.6% | $12,309+526.9% |