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 | $96,228 | $157,256-38.8% | $141,162-31.8% | $152,861-37.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.39% | 64.32%-62.9pp | 71.39%-70.0pp | 345.32%-343.9pp |
| Employer contribution / active EE | $13,250 | $5,261+151.9% | $4,735+179.8% | $4,762+178.2% |
| Participant deferral / active EE | $15,375 | $7,109+116.3% | $6,709+129.2% | $5,850+162.8% |
| Admin fee / account holder | $779 | $12,120-93.6% | $10,261-92.4% | $11,596-93.3% |