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 | $119,274 | $159,602-25.3% | $150,045-20.5% | $142,382-16.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.43% | 70.24%-62.8pp | 62.55%-55.1pp | 217.08%-209.6pp |
| Employer contribution / active EE | $15,500 | $4,961+212.5% | $4,693+230.3% | $4,299+260.5% |
| Participant deferral / active EE | $7,900 | $8,310-4.9% | $7,997-1.2% | $6,507+21.4% |
| Admin fee / account holder | $20,170 | $14,846+35.9% | $13,435+50.1% | $12,624+59.8% |