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 | $99,924 | $148,534-32.7% | $135,903-26.5% | $139,434-28.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.85% | 79.19%-69.3pp | 68.23%-58.4pp | 372.94%-363.1pp |
| Employer contribution / active EE | $12,157 | $5,243+131.9% | $4,856+150.3% | $4,751+155.9% |
| Participant deferral / active EE | $10,241 | $8,100+26.4% | $7,758+32.0% | $6,710+52.6% |
| Admin fee / account holder | $57,293 | $12,400+362.1% | $10,762+432.4% | $11,403+402.5% |