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 | $65,158 | $217,402-70.0% | $185,823-64.9% | $167,490-61.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.81% | 148.36%-140.5pp | 122.05%-114.2pp | 478.56%-470.7pp |
| Employer contribution / active EE | $5,394 | $5,873-8.2% | $5,167+4.4% | $4,837+11.5% |
| Participant deferral / active EE | $9,476 | $6,356+49.1% | $5,568+70.2% | $6,341+49.4% |
| Admin fee / account holder | $14,304 | $19,811-27.8% | $16,237-11.9% | $12,309+16.2% |