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 | $54,687 | $148,534-63.2% | $135,903-59.8% | $139,434-60.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.09% | 79.19%-71.1pp | 68.23%-60.1pp | 372.94%-364.9pp |
| Employer contribution / active EE | $4,265 | $5,243-18.7% | $4,856-12.2% | $4,751-10.2% |
| Participant deferral / active EE | $22,026 | $8,100+171.9% | $7,758+183.9% | $6,710+228.2% |
| Admin fee / account holder | $10,869 | $12,400-12.3% | $10,762+1.0% | $11,403-4.7% |