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 | $51,562 | $214,378-75.9% | $200,582-74.3% | $142,382-63.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.45% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,065 | $6,841-55.2% | $6,419-52.2% | $4,299-28.7% |
| Participant deferral / active EE | $3,221 | $9,865-67.3% | $9,331-65.5% | $6,507-50.5% |
| Admin fee / account holder | $7,210 | $17,692-59.2% | $16,305-55.8% | $12,624-42.9% |