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 | $48,591 | $148,534-67.3% | $135,903-64.2% | $139,434-65.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.47% | 79.19%-69.7pp | 68.23%-58.8pp | 372.94%-363.5pp |
| Employer contribution / active EE | $12,130 | $5,243+131.4% | $4,856+149.8% | $4,751+155.3% |
| Participant deferral / active EE | $10,586 | $8,100+30.7% | $7,758+36.5% | $6,710+57.8% |
| Admin fee / account holder | $2,074 | $12,400-83.3% | $10,762-80.7% | $11,403-81.8% |