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 | $77,089 | $179,726-57.1% | $156,263-50.7% | $142,382-45.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.51% | 77.86%-68.3pp | 59.47%-50.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $3,732 | $5,069-26.4% | $4,333-13.9% | $4,299-13.2% |
| Participant deferral / active EE | $17,464 | $6,956+151.1% | $6,158+183.6% | $6,507+168.4% |
| Admin fee / account holder | $247,399 | $17,272+1332.4% | $14,255+1635.6% | $12,624+1859.8% |