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 | $59,575 | $72,400-17.7% | $67,502-11.7% | $145,922-59.2% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 8.40% | 7182.46%-7174.1pp | 3512.12%-3503.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $4,873 | $3,069+58.8% | $2,731+78.4% | $4,660+4.6% |
| Participant deferral / active EE | $4,983 | $4,783+4.2% | $4,000+24.6% | $6,688-25.5% |
| Admin fee / account holder | $7,398 | $5,539+33.6% | $3,998+85.1% | $13,397-44.8% |