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 | $69,648 | $144,119-51.7% | $117,854-40.9% | $147,584-52.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.32% | 531.15%-522.8pp | 335.08%-326.8pp | 578.55%-570.2pp |
| Employer contribution / active EE | $3,633 | $4,896-25.8% | $3,786-4.0% | $4,876-25.5% |
| Participant deferral / active EE | $9,001 | $5,316+69.3% | $4,482+100.8% | $5,439+65.5% |
| Admin fee / account holder | $41,983 | $10,886+285.7% | $8,020+423.5% | $10,885+285.7% |