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 | $54,997 | $209,832-73.8% | $189,513-71.0% | $167,490-67.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.28% | 748.27%-740.0pp | 555.15%-546.9pp | 478.56%-470.3pp |
| Employer contribution / active EE | $7,077 | $6,914+2.4% | $6,162+14.9% | $4,837+46.3% |
| Participant deferral / active EE | $10,558 | $8,935+18.2% | $8,221+28.4% | $6,341+66.5% |
| Admin fee / account holder | $515 | $14,293-96.4% | $12,045-95.7% | $12,309-95.8% |