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 | $74,111 | $159,602-53.6% | $150,045-50.6% | $142,382-47.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.72% | 70.24%-60.5pp | 62.55%-52.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $7,606 | $4,961+53.3% | $4,693+62.1% | $4,299+76.9% |
| Participant deferral / active EE | $11,885 | $8,310+43.0% | $7,997+48.6% | $6,507+82.6% |
| Admin fee / account holder | $19,548 | $14,846+31.7% | $13,435+45.5% | $12,624+54.9% |