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 | $45,412 | $198,466-77.1% | $170,442-73.4% | $147,584-69.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.12% | 257.29%-249.2pp | 205.93%-197.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $11,163 | $6,184+80.5% | $5,433+105.5% | $4,876+128.9% |
| Participant deferral / active EE | $7,487 | $5,629+33.0% | $4,939+51.6% | $5,439+37.7% |
| Admin fee / account holder | $1,582 | $16,852-90.6% | $13,880-88.6% | $10,885-85.5% |