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 8-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 | $64,487 | $214,378-69.9% | $200,582-67.8% | $142,382-54.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.71% | 46.41%-35.7pp | 42.33%-31.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,999 | $6,841-70.8% | $6,419-68.9% | $4,299-53.5% |
| Participant deferral / active EE | $14,540 | $9,865+47.4% | $9,331+55.8% | $6,507+123.4% |
| Admin fee / account holder | $7,102 | $17,692-59.9% | $16,305-56.4% | $12,624-43.7% |