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 | $70,430 | $177,572-60.3% | $154,803-54.5% | $142,382-50.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.36% | 65.07%-57.7pp | 58.88%-51.5pp | 217.08%-209.7pp |
| Employer contribution / active EE | $23,400 | $4,810+386.4% | $4,305+443.5% | $4,299+444.3% |
| Participant deferral / active EE | $54,500 | $6,272+769.0% | $5,540+883.7% | $6,507+737.5% |
| Admin fee / account holder | $11,824 | $16,786-29.6% | $14,329-17.5% | $12,624-6.3% |