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 9-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 | $102,877 | $185,822-44.6% | $169,993-39.5% | $139,434-26.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.08% | 60.50%-51.4pp | 53.37%-44.3pp | 372.94%-363.9pp |
| Employer contribution / active EE | $10,553 | $7,590+39.0% | $6,785+55.5% | $4,751+122.1% |
| Participant deferral / active EE | $6,000 | $11,622-48.4% | $10,408-42.3% | $6,710-10.6% |
| Admin fee / account holder | $9,480 | $15,381-38.4% | $12,815-26.0% | $11,403-16.9% |