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 | $86,771 | $154,228-43.7% | $145,433-40.3% | $137,256-36.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.45% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $9,504 | $4,804+97.8% | $4,554+108.7% | $4,156+128.7% |
| Participant deferral / active EE | $12,415 | $8,216+51.1% | $7,897+57.2% | $6,407+93.8% |
| Admin fee / account holder | $252,354 | $14,344+1659.4% | $13,129+1822.1% | $12,270+1956.6% |