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 | $68,321 | $154,228-55.7% | $145,433-53.0% | $137,256-50.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.67% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,803 | $4,804-41.7% | $4,554-38.5% | $4,156-32.6% |
| Participant deferral / active EE | $12,734 | $8,216+55.0% | $7,897+61.2% | $6,407+98.8% |
| Admin fee / account holder | $71,398 | $14,344+397.8% | $13,129+443.8% | $12,270+481.9% |