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 | $119,544 | $157,256-24.0% | $141,162-15.3% | $152,861-21.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.25% | 64.32%-53.1pp | 71.39%-60.1pp | 345.32%-334.1pp |
| Employer contribution / active EE | $18,451 | $5,261+250.7% | $4,735+289.7% | $4,762+287.4% |
| Participant deferral / active EE | $9,365 | $7,109+31.7% | $6,709+39.6% | $5,850+60.1% |
| Admin fee / account holder | $13,034 | $12,120+7.5% | $10,261+27.0% | $11,596+12.4% |