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 7-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 | $71,218 | $159,602-55.4% | $150,045-52.5% | $142,382-50.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 10.04% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.0pp |
| Employer contribution / active EE | $20,916 | $4,961+321.7% | $4,693+345.7% | $4,299+386.5% |
| Participant deferral / active EE | $31,526 | $8,310+279.4% | $7,997+294.2% | $6,507+384.5% |
| Admin fee / account holder | $28,463 | $14,846+91.7% | $13,435+111.9% | $12,624+125.5% |