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 | $48,145 | $185,822-74.1% | $169,993-71.7% | $139,434-65.5% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 8.56% | 60.50%-51.9pp | 53.37%-44.8pp | 372.94%-364.4pp |
| Employer contribution / active EE | $7,747 | $7,590+2.1% | $6,785+14.2% | $4,751+63.1% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,597 | $15,381-83.1% | $12,815-79.7% | $11,403-77.2% |