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 | $63,479 | $157,256-59.6% | $141,162-55.0% | $152,861-58.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.07% | 64.32%-55.3pp | 71.39%-62.3pp | 345.32%-336.2pp |
| Employer contribution / active EE | $13,950 | $5,261+165.2% | $4,735+194.6% | $4,762+192.9% |
| Participant deferral / active EE | $9,309 | $7,109+30.9% | $6,709+38.7% | $5,850+59.1% |
| Admin fee / account holder | $3,294 | $12,120-72.8% | $10,261-67.9% | $11,596-71.6% |