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 | $57,948 | $157,256-63.2% | $141,162-58.9% | $152,861-62.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.97% | 64.32%-51.4pp | 71.39%-58.4pp | 345.32%-332.4pp |
| Employer contribution / active EE | $9,752 | $5,261+85.4% | $4,735+106.0% | $4,762+104.8% |
| Participant deferral / active EE | $3,042 | $7,109-57.2% | $6,709-54.7% | $5,850-48.0% |
| Admin fee / account holder | $481 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |