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 | $71,020 | $148,534-52.2% | $135,903-47.7% | $139,434-49.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.49% | 79.19%-69.7pp | 68.23%-58.7pp | 372.94%-363.5pp |
| Employer contribution / active EE | $8,281 | $5,243+57.9% | $4,856+70.5% | $4,751+74.3% |
| Participant deferral / active EE | $6,961 | $8,100-14.1% | $7,758-10.3% | $6,710+3.7% |
| Admin fee / account holder | $13,212 | $12,400+6.6% | $10,762+22.8% | $11,403+15.9% |