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 | $118,784 | $175,202-32.2% | $149,673-20.6% | $139,434-14.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.51% | 166.71%-158.2pp | 134.42%-125.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $10,008 | $5,474+82.8% | $4,818+107.7% | $4,751+110.7% |
| Participant deferral / active EE | $9,955 | $6,519+52.7% | $5,680+75.3% | $6,710+48.4% |
| Admin fee / account holder | $130,897 | $16,150+710.5% | $13,210+890.9% | $11,403+1048.0% |