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 | $59,155 | $177,572-66.7% | $154,803-61.8% | $142,382-58.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.55% | 65.07%-56.5pp | 58.88%-50.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,880 | $4,810-60.9% | $4,305-56.3% | $4,299-56.3% |
| Participant deferral / active EE | $5,041 | $6,272-19.6% | $5,540-9.0% | $6,507-22.5% |
| Admin fee / account holder | $12,912 | $16,786-23.1% | $14,329-9.9% | $12,624+2.3% |