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 | $43,590 | $159,602-72.7% | $150,045-70.9% | $142,382-69.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.61% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $10,940 | $4,961+120.5% | $4,693+133.1% | $4,299+154.5% |
| Participant deferral / active EE | $3,551 | $8,310-57.3% | $7,997-55.6% | $6,507-45.4% |
| Admin fee / account holder | $148,213 | $14,846+898.3% | $13,435+1003.2% | $12,624+1074.1% |