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 | $92,105 | $238,490-61.4% | $180,183-48.9% | $142,382-35.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 8.01% | 33.56%-25.5pp | 27.86%-19.8pp | 217.08%-209.1pp |
| Employer contribution / active EE | $35,544 | $6,143+478.7% | $5,039+605.4% | $4,299+726.8% |
| Participant deferral / active EE | $23,606 | $7,996+195.2% | $6,822+246.0% | $6,507+262.8% |
| Admin fee / account holder | $54,804 | $28,866+89.9% | $19,975+174.4% | $12,624+334.1% |