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 | $103,323 | $157,256-34.3% | $141,162-26.8% | $152,861-32.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.60% | 64.32%-52.7pp | 71.39%-59.8pp | 345.32%-333.7pp |
| Employer contribution / active EE | $47,041 | $5,261+794.2% | $4,735+893.5% | $4,762+887.8% |
| Participant deferral / active EE | $30,426 | $7,109+328.0% | $6,709+353.5% | $5,850+420.1% |
| Admin fee / account holder | $2,978 | $12,120-75.4% | $10,261-71.0% | $11,596-74.3% |