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 | $76,722 | $114,381-32.9% | $107,525-28.6% | $142,382-46.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.89% | 242.71%-233.8pp | 181.32%-172.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $8,803 | $4,015+119.3% | $3,754+134.5% | $4,299+104.8% |
| Participant deferral / active EE | $10,183 | $5,564+83.0% | $5,116+99.1% | $6,507+56.5% |
| Admin fee / account holder | $1,179 | $9,860-88.0% | $8,919-86.8% | $12,624-90.7% |