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 | $59,144 | $157,256-62.4% | $141,162-58.1% | $152,861-61.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.68% | 64.32%-57.6pp | 71.39%-64.7pp | 345.32%-338.6pp |
| Employer contribution / active EE | $8,294 | $5,261+57.6% | $4,735+75.2% | $4,762+74.1% |
| Participant deferral / active EE | $8,139 | $7,109+14.5% | $6,709+21.3% | $5,850+39.1% |
| Admin fee / account holder | $593 | $12,120-95.1% | $10,261-94.2% | $11,596-94.9% |