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 | $65,002 | $177,572-63.4% | $154,803-58.0% | $142,382-54.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.52% | 65.07%-55.6pp | 58.88%-49.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,425 | $4,810-70.4% | $4,305-66.9% | $4,299-66.9% |
| Participant deferral / active EE | $10,517 | $6,272+67.7% | $5,540+89.8% | $6,507+61.6% |
| Admin fee / account holder | $4,296 | $16,786-74.4% | $14,329-70.0% | $12,624-66.0% |