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 9-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 | $50,041 | $148,534-66.3% | $135,903-63.2% | $139,434-64.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.15% | 79.19%-68.0pp | 68.23%-57.1pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,301 | $5,243-75.2% | $4,856-73.2% | $4,751-72.6% |
| Participant deferral / active EE | $9,954 | $8,100+22.9% | $7,758+28.3% | $6,710+48.3% |
| Admin fee / account holder | $751 | $12,400-93.9% | $10,762-93.0% | $11,403-93.4% |