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 | $78,332 | $214,378-63.5% | $200,582-60.9% | $142,382-45.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.07% | 46.41%-38.3pp | 42.33%-34.3pp | 217.08%-209.0pp |
| Employer contribution / active EE | $10,064 | $6,841+47.1% | $6,419+56.8% | $4,299+134.1% |
| Participant deferral / active EE | $16,678 | $9,865+69.1% | $9,331+78.7% | $6,507+156.3% |
| Admin fee / account holder | $80,132 | $17,692+352.9% | $16,305+391.5% | $12,624+534.8% |