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 | $85,593 | $159,602-46.4% | $150,045-43.0% | $142,382-39.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.08% | 70.24%-63.2pp | 62.55%-55.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $45,849 | $4,961+824.3% | $4,693+876.9% | $4,299+966.5% |
| Participant deferral / active EE | $25,500 | $8,310+206.9% | $7,997+218.9% | $6,507+291.9% |
| Admin fee / account holder | $103,101 | $14,846+594.5% | $13,435+667.4% | $12,624+716.7% |