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 | $70,604 | $176,812-60.1% | $146,665-51.9% | $167,490-57.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.35% | 24.03%-16.7pp | 22.74%-15.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,624 | $5,160-49.1% | $4,136-36.6% | $4,837-45.8% |
| Participant deferral / active EE | $3,167 | $6,440-50.8% | $5,506-42.5% | $6,341-50.1% |
| Admin fee / account holder | $1,636 | $13,259-87.7% | $10,280-84.1% | $12,309-86.7% |