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 | $64,057 | $74,888-14.5% | $71,209-10.0% | $142,382-55.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.41% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $15,166 | $2,854+431.3% | $2,721+457.4% | $4,299+252.8% |
| Participant deferral / active EE | $14,165 | $4,454+218.0% | $4,175+239.3% | $6,507+117.7% |
| Admin fee / account holder | $731 | $5,568-86.9% | $5,349-86.3% | $12,624-94.2% |