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 | $48,032 | $198,466-75.8% | $170,442-71.8% | $147,584-67.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.19% | 257.29%-249.1pp | 205.93%-197.7pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,890 | $6,184-53.3% | $5,433-46.8% | $4,876-40.7% |
| Participant deferral / active EE | $6,439 | $5,629+14.4% | $4,939+30.3% | $5,439+18.4% |
| Admin fee / account holder | $520 | $16,852-96.9% | $13,880-96.3% | $10,885-95.2% |