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 | $124,655 | $154,228-19.2% | $145,433-14.3% | $137,256-9.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.38% | 74.59%-66.2pp | 66.58%-58.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $8,925 | $4,804+85.8% | $4,554+96.0% | $4,156+114.7% |
| Participant deferral / active EE | $30,741 | $8,216+274.1% | $7,897+289.3% | $6,407+379.8% |
| Admin fee / account holder | $153,471 | $14,344+970.0% | $13,129+1068.9% | $12,270+1150.8% |