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 | $76,771 | $217,402-64.7% | $185,823-58.7% | $167,490-54.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.78% | 148.36%-140.6pp | 122.05%-114.3pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,178 | $5,873-62.9% | $5,167-57.9% | $4,837-55.0% |
| Participant deferral / active EE | $11,242 | $6,356+76.9% | $5,568+101.9% | $6,341+77.3% |
| Admin fee / account holder | $882 | $19,811-95.5% | $16,237-94.6% | $12,309-92.8% |