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 | $110,988 | $214,378-48.2% | $200,582-44.7% | $142,382-22.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.64% | 46.41%-34.8pp | 42.33%-30.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $8,512 | $6,841+24.4% | $6,419+32.6% | $4,299+98.0% |
| Participant deferral / active EE | $13,044 | $9,865+32.2% | $9,331+39.8% | $6,507+100.5% |
| Admin fee / account holder | $58,610 | $17,692+231.3% | $16,305+259.5% | $12,624+364.3% |