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 | $84,903 | $177,572-52.2% | $154,803-45.2% | $142,382-40.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.23% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $9,211 | $4,810+91.5% | $4,305+113.9% | $4,299+114.2% |
| Participant deferral / active EE | $18,622 | $6,272+196.9% | $5,540+236.1% | $6,507+186.2% |
| Admin fee / account holder | $89,458 | $16,786+432.9% | $14,329+524.3% | $12,624+608.7% |