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 | $99,891 | $201,272-50.4% | $184,203-45.8% | $145,922-31.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.34% | 29.00%-20.7pp | 28.81%-20.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $4,722 | $7,022-32.7% | $6,427-26.5% | $4,660+1.3% |
| Participant deferral / active EE | $4,140 | $9,806-57.8% | $9,131-54.7% | $6,688-38.1% |
| Admin fee / account holder | $25,337 | $16,364+54.8% | $13,901+82.3% | $13,397+89.1% |