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 | $125,498 | $177,572-29.3% | $154,803-18.9% | $142,382-11.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.68% | 65.07%-56.4pp | 58.88%-50.2pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,014 | $4,810-78.9% | $4,305-76.4% | $4,299-76.4% |
| Participant deferral / active EE | $12,008 | $6,272+91.5% | $5,540+116.7% | $6,507+84.5% |
| Admin fee / account holder | $2,851 | $16,786-83.0% | $14,329-80.1% | $12,624-77.4% |