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 | $92,618 | $157,256-41.1% | $141,162-34.4% | $152,861-39.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.28% | 64.32%-52.0pp | 71.39%-59.1pp | 345.32%-333.0pp |
| Employer contribution / active EE | $12,872 | $5,261+144.7% | $4,735+171.8% | $4,762+170.3% |
| Participant deferral / active EE | $2,914 | $7,109-59.0% | $6,709-56.6% | $5,850-50.2% |
| Admin fee / account holder | $10,433 | $12,120-13.9% | $10,261+1.7% | $11,596-10.0% |